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 clients! This allows you to collect payments to your operating and trust accounts.

APX is configured to process all fees from the operating account for APX trust transactions. This is done as part of the onboarding process where you define your operating and trust bank account.

Note: You cannot onboard your trust account without having onboarded the operating bank account. This is normally done at the same time, but you can choose to onboard the trust later.

• Related Articles

• 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 ...

• 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 ...

• 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 ...

• 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 ...

• What Reports Can I View for my APX Payments?

  Within the Reports section of Accounting, there are 2 reports that can be used to gage the payments processed through APX. Client Payments Report The Client Payments Report will provide you with a list of all deposits including direct payments to ...