Coming Soon – Currently in Post Production
Join Paul and Mary Jo as they tackle the new online client payment integration and enhancements to multi matter payments.
It’s nice to be able to process credit cards while you are entering the payment in Tabs3, but wouldn’t it be great if the customers could go online and pay the bill themselves. Well now they can! Mary Jo demonstrates how to add a payment link to emailed statements, and how to then automatically pull those payments into Tabs3.
Paul takes a look at enhancements to multi matter payment processing that allow you to specify exactly which invoice to apply the payment to for matters that have more than one outstanding invoice.