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Apxium Help Center

Apxium Collect

Apxium Collect

Fully automated debtor management and client engagements.

General Features

Logging into the Apxium Merchant Dashboard

Merchant Dashboard View

The Collect Merchant Dashboard - Debtors View

Merchant Dashboard - Filters & Search Functions

Merchant Dashboard - Users page

Debtor Notes

Invoices and Payments Tab

Attach PDF Documents to a Current - Unsent Invoice

Invoices Menu

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Communications

How Apxium Communications Work

Notifications Page

SMS communications

Communications Sending Schedule

Emails and SMS Sent report

Communication Modules - Invoice Email

Communications Module - Statement & Overdue Reminders

Disabling and Re-Enabling Communications

User Privilege - Other Permissions List

How to use Ad-hoc Statement Reminder

How to Resend Previously Sent Email to your Clients

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Client Experience

Client Portal Page

Payments, Settlements & Reconciliations

Payments & Writeback Report

Payment Methods and Payment Processing

Communication Modules - Payments

Make Payments function

Schedule Payments

Schedule Payments - View/Cancel

Virtual POS

VPOS Function

Settlements

Payment Dishonours on Regular Invoice

Description on Client's Bank Statement

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Engagement / Proposals

How Electronic Engagement & Direct Debit Arrangement Works

Electronic Engagement / Proposals

Merchant Engagement/Proposal Dashboard

How to create an Electronic Engagement/Proposal

Resending an Electronic Engagement / Proposal

Client Experience - Engagement Portal

Engagement / Proposal Statuses

Engagement Communication Modules

Voiding an Engagement

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APX Auto (Direct Debiting Invoices)

Regular Invoice vs Auto Pay

APX Auto Pay Invoice

How to Set up APX Auto Pay Invoices

Debtor Payment Method for Auto Pay

Filtering Debtors with APXAuto invoices and payment method

Branding Theme Changes

APX Auto Debit Processing

APX Auto Payment Failures

Request to hold APX Auto debit

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Instalment Agreements (Non-SOR On Balance Sheet Instalments)

Instalment Offers - On Balance Sheet Instalments

How to create an Instalment Offer

Instalment Payment Schedule

Instalment Offers - All Schedules Paid

Payment Rejection on Instalment Agreement

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Professional Fee Funding (SOR) - Funded Instalments

PFF (SOR) - Instalments Quick Guide For Merchants

Instalments - PFF (SOR)

Accepting PFF (SOR) -Instalments

PFF (SOR) - Instalment Payments Schedule

PFF (SOR) Instalments - Make Payment

PFF (SOR) Instalments - Change Nominated Account

Special PFF (SOR) -Instalments Offer

PFF (SOR) Dashboard Icons

PFF (SOR) - Payments, Settlements & Reconciliations

PFF (SOR) - Payment Dishonours

External Allocations on Invoices under PFF (SOR)

Cancelling a PFF (SOR) schedule

PFF (SOR) - Instalments Report

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Reports

How to generate Transaction Fees Report to validate Apxium Billing

Integrations

Invoice Allocation Failed - Xero

Xero Rule - Absorbing merchant fees

Xero Reconciliation Information

Partner Tracking Category - Xero

Virtual POS Instruction - Xero

Schedule of Data import to Apxium System

Communications Data Integrity

Contact Information from XPM to Xero Blue

Migration from MYOB to Xero - Comparison

Xero Rule - Passing on merchant fees

Creating an API Access Token

Apxium – FYI integration

Communication Data for Stamements Configuration

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Onboarding Articles

The Sandbox with Payments

Pre-Live Checklist

Sandbox Implementation Process for both MYOB and Xero

Authorising Apxium Dashboard with Xero Token Access

Authorising a GreatSoft- MYOB Practice Manager Auth Token

Instructions on how to fill out the Till MID Application Form

Communications Data Integrity STAR and CCH

Till MID Facility - Guide to a Successful Merchant Application

Xero Token Access Request for Collect Cimplico Users

Apxium Software Uninstallation Guide - Xero

Apxium Software Uninstallation Guide - MYOB

Apxium Software Uninstallation Guide - QuickBooks

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