How do I refund a client’s payment using APX?

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 the payment was deposited to and locate the transaction.

Every transaction will have a pencil icon located to the right. Clicking on the pencil will allow you to edit the deposit details.



Click on the "Refund" button on the bottom left side of the deposit details screen.

This will initiate the refund to the client.

There are no fees associated with Refunds.

Deleting the payment will not refund the payment!


    • Related Articles

    • 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. You can apply payments directly to invoices or create retainers in Zola Suite, in addition to sharing invoices with ...
    • 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 ...
    • APX Onboarding

      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 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 ...
    • How do I apply a partial payment to an invoice?

      If a client will be paying invoices in installments or give you one large amount for multiple invoices, you may need to apply a partial payment. To do so: Select from either the Quick Add or in the Accounting Section, 'Apply Direct Payment' Fill out ...

    Status

    Experiencing degraded performance in Zola Suite?