| Schedule Payment | 
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 How to Access
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The Schedule Payment window allows you to schedule one or more future Tabs3 Billing payments or Trust deposits via Tabs3 Pay®. This window can also be accessed by clicking the Schedule Payment link in the Take Action pane of the Tabs3 Billing Matter Manager or Statement Manager, or by clicking the 
button in the Payment Entry window.
Note: Tabs3 Pay must be configured in Tabs3 Billing in order to access this feature.
The fields displayed in this window vary depending on whether you select Operating or Trust in the Tabs3 Pay Account field. In Tabs3 Billing, this field defaults to Operating.
Note: In order to select the Operating option, Tabs3 Billing must have at least one Tabs3 Pay operating account that is configured to allow payments and you must have the Add Payments access right.
Note: In order to select the Trust option, Tabs3 Trust Accounting must be installed and have a Tabs3 Pay trust account. Additionally, you must have the Add Trust Transactions access right.
Payment Schedule
The Payment Schedule section determines whether the scheduled payment will be a single payment or a recurring payment as well as the interval and end point (if any) for recurring payments.
Do not repeat. This is a one-time payment.
Repeat every <#> <intervals> starting on <payment date>
Click Save to save the scheduled payment to your Tabs3 Pay account.
Click Cancel to close the Scheduled Payment window without saving a scheduled payment.
Note: Consider adding a Client Note for the matter with information regarding the scheduled payment for future reference.
Once the scheduled payment has been saved, it will be added to the Tabs3 Pay Web Portal. When the payment is processed on the specified date and any recurring intervals, it will be added to the Import Online Payments window in Tabs3 Billing. From there, you can import the Tabs3 Pay payment and create a corresponding Tabs3 Billing payment or Trust deposit (depending on the Tabs3 Pay Account you selected).
Note: In the Import Online Payments window, scheduled payments can be identified by the text “Schedule” in the Statement Number column (for payments) or Amount Requested column (for trust deposits).
To review and edit your scheduled payments
- In the Quick Launch, search for and select “Manage Scheduled Payments.”
- The Scheduled Invoices page for the most recently accessed merchant account will be displayed. To review scheduled payments for a different merchant account:
- In the upper-left corner of the page, select the merchant account you want to review.
- Click the SCHEDULES tab on the left side of the page to display a list of your scheduled payments for that merchant account.
- Click an individual payment to see additional information and options for that payment.
- Click the Edit Autopay button to change the payment method for the payment.
- Click the Edit button to edit the schedule for payment.
Note: Both scheduled payments and automatic payments are shown in the Tabs3 Pay Web Portal.
| See also: | Adding, Changing or Deleting a Payment Entry |
| Autopay Settings | |
| Payment Information | |
| Tabs3 Billing Matter Manager | |
| Knowledge Base Article R11915 - Scheduling Payments Using Tabs3 Pay |
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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