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.
The Client Payments Report will provide you with a list of all deposits including direct payments to invoices as well as retainer payments. To view the APX payments specifically, select the dropdown arrow next to you the search bar on the right which will open your advanced search options. Then you will filter for Payment Method --> APX.
The APX Distribution Report will provide you with a detailed breakdown of the distributions and statuses within the APX portal.
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 Reports Does CARET Legal Offer?
Are you looking to run reports based on the information you have entered into CARET Legal? If you go to the Accounting section you will notice the tab labeled Reports. They are broken down into the following sections: Client Reports AR Aging Summary ...
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 ...
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 ...
Experiencing degraded performance in CARET Legal?