The Timekeeper Merchant Account Setup window can be accessed by clicking the Timekeeper Accounts button on the LexCharge tab of Tabs3 Billing Customization.

This window shows a list of LexCharge merchant accounts that have been established for separate timekeepers and allows you to add, change and delete merchant accounts for credit card processing in Tabs3 Billing. A merchant account must be established with LexCharge before it can be configured.

When a credit card payment is entered, the merchant account used will be based on the primary timekeeper assigned to the client. If no merchant account exists for that timekeeper, the merchant account for the client location will be used (if defined). Otherwise, the firm-wide merchant account (if defined) will be used.

The columns consist of the following:

Primary Timekeeper Timekeeper assigned to the merchant account.
Merchant ID Merchant ID assigned to the firm by LexCharge®.
Description Description displayed when selecting the merchant account.

The New button can be used to add a new merchant account. A Merchant Account Setup window will be displayed allowing you to define a new merchant account.

The Edit button or double-clicking a row can be used to edit the highlighted merchant account. A Merchant Account Setup window will be opened with the information for the selected merchant account.

The Delete button can be used to delete the highlighted merchant account from the table.

The OK button can be used to close the Timekeeper Merchant Account Setup window. Any changes to the table will be saved.

The Cancel button can be used to close the Timekeeper Merchant Account Setup window without saving any changes to the table.

You can change the sorting order of the accounts by clicking a column heading. An ascending sort indicator will be shown in the column heading indicating the sorting order. Clicking the same column heading again will reverse the sort order and change the sort indicator to a descending sort indicator.

See also:   Credit Card Processing Overview
  LexCharge Customization