To process a client funds deposit using Tabs3 Pay™, you must select a Tabs3 Pay payment method in the Type field of the Client Funds Entry window.

If you have not added a Tabs3 Pay payment method for the current client, click the Add Payment Method link below the Type field to open the Add Tabs3 Pay Payment Method window. If you want to add another payment method, click the Manage Payment Methods link to open the Manage Tabs3 Pay Payment Methods window and click the Add Payment Method button to open the Add Tabs3 Pay Payment Method window.

Once you have filled in the information for the new payment method, click Continue to close the Add Tabs3 Pay Payment method window and return to the Client Funds Entry window. If you are returned to the Manage Tabs3 Pay Payment Methods window, click Close to return to the Client Funds Entry window.

Verify that the new payment method is selected in the Type field, then enter the deposit as you normally would. When you save the deposit, you will be prompted to confirm that you want to charge the specified payment method. Click Yes to continue with the charge or click No to return to the Client Funds Entry window without submitting the charge.

GL Integration Note: Credit Card deposits can be allocated based on the client funds information and GL Integration Setup configuration.

See also:   Credit Card Processing Overview
  Tabs3 Pay Customization
  Crediting or Voiding a Tabs3 Pay Client Funds Deposit