| Schedule Payment: Operating Account | 
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Select this option if you want to schedule payments for a Tabs3 Billing matter. These payments will be deposited to the bank account associated with the firm’s Tabs3 Pay Operating account. When Operating is selected, the following fields are shown:
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Client ID |
Enter the Client ID or up to 50 characters of the client's Name Search. The client's name and work description are displayed after the client is entered. The |
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Payment Method |
Visa - XXXX |
These values indicate an existing Tabs3 Pay® payment method. The first portion indicates the payment type:
The second portion is the last four digits of the payment method’s account number. Click the Add Payment Method / Manage Payment Methods link to add additional payment methods. |
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Amount |
Maximum amount of 999,999,999.99. Payment entries are made with a positive dollar amount. Negative payment entries are not allowed. A popup calculator is available when editing this field. The "<" and ">" keys can be used to increase or decrease the amount by one dollar at a time. |
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Memo |
Enter a description for the recurring payment. This text will be added to the Memo field of the scheduled payment on the Tabs3 Pay Web Portal and the payment receipt sent to the client. |
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Payment Date |
Enter the transaction date in month-day-year format (i.e., mm/dd/yyyy). The "/" characters are automatically inserted. The Note: The default value for this field is one day after the current date. A current or past date cannot be specified. |
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button can be used to open the Note: If surcharging is enabled for your Tabs3 Pay account, a message will be displayed when a potentially eligible payment method is selected.
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