The Manage Tabs3 Pay Payment Methods window is used to add new Tabs3 Pay® payment methods and delete existing payment methods for the current client.

This window can be accessed from the Payment Entry and Client Funds Entry windows by clicking the Manage Payment Methods link (if present), or by clicking the Manage Payment Methods link on the Take Action pane of the Matter Manager. On the Autopay Settings tab of the Client Information window, the Manage Payment Methods link is available when Enable Autopay is selected and at least one payment method has been specified.

Note: If no Tabs3 Pay payment methods have been defined, then an Add Payment Method link will be displayed instead.

To add a new payment method, click the Add Payment Method button to open the Add Tabs3 Pay Payment Method window. Add the relevant payment information to the window and click Submit.

Note: If you opened this window from the Payment Entry or Client Funds Entry window, double-clicking a payment method will return you to the previous window with that payment method selected in the Receipt Type or Type field.

To delete an existing payment method, select the payment method you want to delete and click the Delete button. You will be prompted to confirm that you want to delete the selected payment method. Click Yes to delete the payment method or click No to retain it.

Click the Close button to return to the previous window.

Note: Clients using their Link account with Tabs3 Pay may have payment methods that are not listed in this window. These payment methods are not accessible from within Tabs3 Billing. To use these payment methods, a client must make a payment via a Payment Link or the Client Portal.

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