How do I process a payment using APX in Zola Suite?
Once you have successfully signed up with APX, and your accounts have been verified, you will be able to start processing payments.
With APX, you or your client can save credit card information on file so it can be used again.
To add a payment method for a client, take the following steps:
2) Click on the Billing Tab and select "Add New Payment Method."
3) Select is this is a Credit Card or eCheck.
4) Fill in the required fields.
Once the payment information is saved on file, it will be available moving forward to be applied to any invoices or retainer payments. Simply select APX as the Payment Method, and choose the correct card/eCheck on file.
How do I refund a client’s payment using APX?
When you process a client payment that was made through APX, that payment can easily be refunded right in Zola Suite. To create the refund, you will first need to go to the main accounting sections and select Banks and Registers. Select the account ...
What is APX?
Abacus Payment Exchange (APX) is an integrated payment solution that uses a single platform to process Credit Card and ACH payments within Zola Suite so that you get paid as quickly as your bank allows! It also makes payments easy for your ...
Applying for APX Anyone with Administrator rights can apply for APX. 1. In Zola Suite, Go to Firm Settings, under Billing &Accounting click on APX Integration, click on Create APX Account. 2. The APX window opens. Click SIGN UP FOR FREE. 3. Enter ...
How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below. If you have not done so already, be sure to Add the Credit Card to your Banks and Registers. 1- Non-Billable Credit Card Activity can be added through ...
How Does My Client Make a Payment Through Caseway?
Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...
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