To process a payment using Tabs3 Pay, you must select a Tabs3 Pay payment method in the Receipt Type field of the Payment Entry window.

If you have not added a Tabs3 Pay payment method for the current client, click the Add Payment Method link to the right of the Receipt Type field to open the Tabs3 Pay Payment Method window. If you want to add another payment method, click the Manage Payment Methods link to open the Manage 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 Payment Entry window. If you are returned to the Manage Tabs3 Pay Payment Methods window, click Close to return to the Payment Entry window.

Verify that the new payment method is selected in the Receipt Type field, then enter the payment as you normally would. When you save the payment, 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 Payment window without submitting the charge.

GL Integration Note: Credit Card payments are allocated based on the payment information and GL Integration Setup configuration.

Note: Although Tabs3 Pay supports the ability to schedule future or recurring payments, Tabs3 Billing does not. Any payments processed via Tabs3 Pay outside of Tabs3 Billing will need to be manually entered in the Tabs3 Payment Entry window and will not be linked to the corresponding Tabs3 Pay transactions.

See also:   Credit Card Processing Overview
  Tabs3 Pay Customization
  Crediting or Voiding a Tabs3 Pay Payment