The Add Tabs3 Pay Payment Method window is used to add new Tabs3 Pay® credit card or bank (ACH) payment methods to Tabs3 Billing clients. This window can be accessed from the Payment Entry and Client Funds Entry windows by clicking the Add Payment Method link (if present) or by clicking the Add Payment Method button from the Manage Tabs3 Pay Payment Methods window. On the Autopay Settings tab of the Client Information window, the Add Payment Method link is available when Enable Autopay is selected but no payment method has been specified.

Note: If at least one Tabs3 Pay payment method has been defined, then a Manage Payment Methods Link will be displayed instead.

Specify the client's Email Address, which will be used to send an automatic receipt, and information about their payment method. The fields shown will vary depending on the selected payment method.

Note: All sensitive information regarding payment methods is stored and managed on the Tabs3 Pay servers, and not in the Tabs3 Billing database.

See also:   Credit Card Processing Overview
  Tabs3 Pay Customization