| Payment Entry | 
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 How to Access
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The Payment Entry window allows you to add new payment transactions as well as change or delete unbilled payment transactions. As an option, you can also post journal entries directly into Tabs3 General Ledger (GL) or to QuickBooks when entering payments. Until a payment transaction is included on a final statement and updated, it is unprocessed.
Note: The Payment Entry window can also be accessed from the Import Online Payments window by importing payments from Tabs3 Pay®, LawPay®, or LexCharge® with the View each Payment record before creating option selected.
Various toolbar buttons are shown at the top of the window allowing you to change how the information is displayed as well as what information is displayed in the window. At the bottom of the window, a list of transactions can be optionally displayed for a Client ID, Transaction Date, or Entry Date.
Electronic Transaction Receipt (Tabs3 Pay/LawPay) or View Credit Card Information (LexCharge)
View Linked Client Funds Record
Add Payment Method / Manage Payment Methods (Displayed if Tabs3 Pay integration is enabled.)
Add LawPay Payment Method / Manage LawPay Payment Methods (Displayed if LawPay integration is enabled.)
Accept electronic payments with Tabs3 Pay (Displayed if credit card processing has not been enabled.)
Transactions that have been included on a pre-bill will display with all fields dimmed when opened from outside the Pre-Bill Information window, unless the user has rights to Modify Pre-Bill Transactions Outside of Pre-Bills. Attempting to make changes from outside this window without rights will display a message that the transaction cannot be edited.
Transactions that have been included on a final statement will display with all fields dimmed and cannot be edited. To change any field, you must revert the statement to a pre-bill, then make changes by drilling down to the transaction from the Pre-Bill Information window.
The following buttons are included on the Data Entry Toolbar, which is located below the standard toolbar.
GL Integration Note: When integrating with GL, an unapplied payments account must be defined before the Payment Entry window can be used.
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Detail/Rapid | This button or Alt+I can be used to toggle between Detail mode and Rapid mode. |
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List | This button or Alt+G can be used to toggle between displaying a Payment Entry List and removing the list from the Payment Entry window. |
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Select by Statement Number | The Select by Statement Number button or Alt+N can be used to select a client based on a specified statement number. |
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Apply Payment to Multiple Matters | The Apply Payment to Multiple Matters button or Alt+A can be used to apply a single payment to all of a client's matters with an amount due. |
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Schedule Payment |
The Schedule Payment button can be used to schedule a single payment or a series of recurring payments for a future date. Note: If Tabs3 Billing is not configured for Tabs3 Pay, clicking the Schedule Payment button will open the Tabs3 Pay Signup window or www.tabs3pay.com in your web browser (depending on your user rights). Note: If Tabs3 Billing is configured for Tabs3 Pay, but the Allow for Payments check box on the Tabs3 Pay tab of the Customization window is not selected, the Schedule Payment button will be dimmed and unavailable. |
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GLS Integration |
The GLS Integration button or Alt+J can be used to view or modify the GL journal entries that were created when the payment was saved. Note: If the Integrate with Tabs3 General Ledger option in Tabs3 Customization is cleared, the GLS Integration button will be dimmed and unavailable. |
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Print Receipt | The Print Receipt button or Ctrl+Shift+P can be used to print a payment receipt. |
Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows and reports. However, the label "Client" is used in all documentation.
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