Tabs3Pay: simple, secure, smart.

Accepting electronic payments is more than just convenient for your clients. Sign up in minutes to experience these benefits:

• Ability to send payment links with email statements

• Faster payments from clients

• Designed for trust accounts – separate earned and unearned fees

• Fewer collection calls, and the ability to take payments over the phone

• Fewer write offs

• Built into the Tabs3 Software to save time and reduce mistakes

• Simple pricing

• Low processing fees

You can sign up and enable Tabs3Pay in Tabs3 Billing or Trust. In the Quick Launch, search for and select “Tabs3Pay Web Portal,” then click the Let’s Get Started button. If you have questions about setting up a Tabs3Pay account, you can contact Tabs3 Support at 402-419-2210.

Tabs3Pay allows you to accept Visa®, MasterCard®, Discover®, American Express®, Diner’s Club®, and JCB credit cards as well as Visa and MasterCard debit cards.

The eCheck feature in Tabs3 Billing creates an ACH (Automated Clearing House) transaction using the routing and account numbers of the payee’s checking or savings account. These payments will display as ACH transactions on the payee’s bank statement.

At this time Tabs3Pay is limited to firms within the 50 US states. Tabs3Pay is not available to firms outside of the United States, or in US territories such as Puerto Rico and the Virgin Islands, at this time.

Surcharging is a service offered by Tabs3Pay that allows firms to take advantage of the convenience of credit card processing while minimizing the expense of processing fees. While processing fees are normally paid by the firm, with surcharging, credit card fees are paid by the cardholder instead. Only credit card transactions (Visa, MasterCard, American Express, Discover, etc.) are subject to surcharging. Processing fees for debit card and ACH (eCheck) transactions continue to be paid by the firm.

If you have not yet signed up for Tabs3Pay, simply update to Version 2022 (Build 22.1.8 or later) and sign up for Tabs3Pay. The option of enabling surcharging will be included in the signup process. If you are already using Tabs3Pay, contact Tabs3 Support at 402-419-2210 for assistance with enabling surcharging on your existing account.

Yes, the surcharge is included as a separate line item on receipts and when paying via a Tabs3Pay payment link. Regulations require that surcharges be displayed separately.

Tabs3Pay processes transactions each business day by 8:00 p.m. Eastern Time, including all transactions entered before 7:45 p.m., and will deposit those monies into your account on the next business day. Any transactions run after the cutoff time of 7:45 p.m. Eastern Time will go into the following day’s batch. You can view the status of each transaction via the Tabs3Pay Web Portal, which is accessible from Tabs3 Billing or Trust (Reports | Credit Card | Tabs3Pay Web Portal). You can obtain the reference numbers for each transaction using the Credit Card Authorization List (Reports | Credit Card | Credit Card Authorization List). If you think a deposit is taking longer than necessary to process, or you need assistance with the Tabs3Pay Web Portal, you can contact Tabs3 Support at 402-419-2210. Note: If surcharging is enabled, funds are deposited into your bank account in two business days.

Fees will be withdrawn separately at the end of the month. For example, if your firm processes $1,000 today, you will see a deposit for $1,000. At the end of the month, you will see a withdrawal for all of the fees for transactions processed in the past month. This is commonly referred to as gross settlement.

Tabs3 Software supports trust credit card processing and ensures that deposits can go into Trust while fees are only taken from the Operating account.

Yes! The Tabs3 Payment Link feature allows clients to pay their bill safely and securely via a link included with their emailed statement. Once a payment is made, it can then be imported into Tabs3 Billing.

Once surcharging is enabled for your firm, it applies to all credit card transactions.

All surcharging is handled by Tabs3Pay directly. When you enter payments and deposits, you will continue to enter the amount to be paid or deposited in Tabs3 Billing or Trust. Tabs3Pay will add the surcharge to that amount automatically and include it on the receipt. Only the original pre-surcharge payment or deposit amount will be used by the software, including with GL journal entries.

Yes! Simply schedule a Tabs3Pay demo to find a date and time for your demonstration.

Yes, when you use the Apply Payment Methods to Multiple Matters feature with a Tabs3Pay payment method selected, the payment will be successfully processed by Tabs3Pay.

Yes. Tabs3 Software can assign different accounts to timekeepers, locations (each branch office can have a separate account), and account types (Tabs3 Billing or Trust), or any combination thereof. Tabs3 Software also supports using multiple Tabs3Pay accounts.

Before allowing a client to make a client funds deposit with a credit card, you should talk to your state bar about rules for accepting credit card payments for retainers because it differs by state. Like credit card payments, accepting client funds deposits via credit card is possible with a Tabs3Pay account. Tabs3 Billing allows credit card client funds deposits to be authorized. Fees will be deducted from the operating account in one lump monthly sum to make it easier to reconcile client deposits.

Yes. As long as an email address is specified for a Tabs3Pay payment method, a receipt will be sent to that address any time the payment method is used. Removing the email address from the payment method will prevent receipts from being emailed. In order to remove the email address from a payment method, you will need to delete the payment method and then add it back without an email address specified.

In Version 2022 (Build 22.2.10) and later, the Schedule Payment window can be used to create scheduled and recuring payments directly from Tabs3 Billing and Trust. These payments can then be imported using the Tabs3 Billing and Trust tabs of the Import Online Payments window. For more information regarding the Schedule Payment feature, see KB Article R11915, “Scheduling Payments Using Tabs3Pay.”