--- title: Apxium Collect | Apxium Help Center description: Fully automated debtor management and client engagements. --- [Skip to content](https://support.apxium.com/knowledge/apxium-collect#main-content) English Show submenu for translations ![apxium-logo.png\]](https://support.apxium.com/hs-fs/hubfs/Logos/apxium-logo.png?width=144&height=50&name=apxium-logo.png) Open main navigation Close main navigation - English Show submenu for translations Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Apxium Help Center](https://support.apxium.com/knowledge) 2. [Apxium Collect](https://support.apxium.com/knowledge/apxium-collect) # Apxium Collect Fully automated debtor management and client engagements. ## General Features - [Multi-entity view dashboard](https://support.apxium.com/knowledge/multi-entity-view-dashboard) - [Logging into the Apxium Merchant Dashboard](https://support.apxium.com/knowledge/how-to-login) - [Merchant Dashboard View](https://support.apxium.com/knowledge/collect-merchant-dashboard) - [The Collect Merchant Dashboard - Debtors View](https://support.apxium.com/knowledge/merchant-dashboard-columns) - [Merchant Dashboard - Filters & Search Functions](https://support.apxium.com/knowledge/merchant-dashboard-filters) - [Merchant Dashboard - Users page](https://support.apxium.com/knowledge/merchant-dashboard-users-page) - [Debtor Notes](https://support.apxium.com/knowledge/debtor-notes) - [Invoices and Payments Tab](https://support.apxium.com/knowledge/invoices-and-payments-tab) - [Attach PDF Documents to a Current - Unsent Invoice](https://support.apxium.com/knowledge/attach-pdf-documents-to-a-current-unsent-invoice) - [Invoices Menu](https://support.apxium.com/knowledge/invoices-menu) See less ▼ ## Communications - [Mimecast: Allowing Emails Sent by Apxium](https://support.apxium.com/knowledge/mimecast-allowing-emails-sent-by-apxium) - [How Apxium Communications Work](https://support.apxium.com/knowledge/how-communications-works-apxium-collect) - [Notifications Page](https://support.apxium.com/knowledge/notifications-collect) - [SMS communications](https://support.apxium.com/knowledge/sms-communications) - [Communications Sending Schedule](https://support.apxium.com/knowledge/communications-sending-schedule) - [Emails and SMS Sent report](https://support.apxium.com/knowledge/emails-and-sms-sent-report) - [Communication Modules - Invoice Email](https://support.apxium.com/knowledge/communication-modules-invoice-email) - [Communications Module - Statement & Overdue Reminders](https://support.apxium.com/knowledge/communications-module-overdue-reminders) - [Disabling and Re-Enabling Communications](https://support.apxium.com/knowledge/disabling-and-re-enabling-communications) - [How to use Ad-hoc Statement Reminder](https://support.apxium.com/knowledge/how-to-use-ad-hoc-statement-reminder) - [How to Resend Previously Sent Email to your Clients](https://support.apxium.com/knowledge/how-to-resend-previously-sent-email-to-your-clients) - [Email Activity Tracking for Apxium Communications](https://support.apxium.com/knowledge/email-activity-tracking-for-apxium-communications) - [Admin \> Sent Emails Page Overview](https://support.apxium.com/knowledge/admin-sent-emails-page-overview) - [User Privilege - Other Permissions List](https://support.apxium.com/knowledge/user-privilege-raw-name-list) See less ▼ ## Client Experience - [Client Portal Page](https://support.apxium.com/knowledge/client-portal-page) ## Payments, Settlements & Reconciliations - [Communication Modules - Payments](https://support.apxium.com/knowledge/communication-module-payments) - [Make Payments function](https://support.apxium.com/knowledge/make-payments-function) - [Schedule Payments](https://support.apxium.com/knowledge/schedule-payments) - [Manual Scheduled Payments](https://support.apxium.com/knowledge/manual-scheduled-payments) - [Virtual POS](https://support.apxium.com/knowledge/virtual-pos) - [VPOS Function](https://support.apxium.com/knowledge/vpos-) - [Settlements](https://support.apxium.com/knowledge/settlements) - [Payment Dishonours on Regular Invoice](https://support.apxium.com/knowledge/payment-dishonours-on-regular-invoice) - [Description on Client's Bank Statement](https://support.apxium.com/knowledge/for-documentation-description-on-clients-bank-statement) - [Payments Page](https://support.apxium.com/knowledge/payments-page) - [Reconciling Virtual POS Payments in Xero](https://support.apxium.com/knowledge/reconciling-virtual-pos-payments-in-xero) - [Payments & Writeback Report](https://support.apxium.com/knowledge/payment-reports-page) - [Payment Methods and Payment Processing](https://support.apxium.com/knowledge/payment-methods-and-payment-processing) See less ▼ ## Engagement / Proposals - [How Electronic Engagement & Direct Debit Arrangement Works](https://support.apxium.com/knowledge/electronic-engagement-and-direct-debit) - [Electronic Engagement / Proposals](https://support.apxium.com/knowledge/electronic-engagement-proposals) - [Merchant Engagement/Proposal Dashboard](https://support.apxium.com/knowledge/merchant-engagement-dashboard) - [How to create an Electronic Engagement/Proposal](https://support.apxium.com/knowledge/creating-an-electronic-engagement) - [Resending an Electronic Engagement / Proposal](https://support.apxium.com/knowledge/resending-an-electronic-engagement-/-proposal) - [Client Experience - Engagement Portal](https://support.apxium.com/knowledge/client-engagement-portal) - [Engagement / Proposal Statuses](https://support.apxium.com/knowledge/engagement-status) - [Engagement Communication Modules](https://support.apxium.com/knowledge/engagement-communication-modules) - [Voiding an Engagement](https://support.apxium.com/knowledge/voiding-an-engagement) See less ▼ ## APX Auto (Direct Debiting Invoices) - [Regular Invoice vs Auto Pay](https://support.apxium.com/knowledge/regular-invoice-vs-auto-pay-invoice) - [APX Auto Pay Invoice](https://support.apxium.com/knowledge/apx-auto-invoices-) - [How to Set up APX Auto Pay Invoices](https://support.apxium.com/knowledge/how-to-create-apx-auto) - [Debtor Payment Method for Auto Pay](https://support.apxium.com/knowledge/debtor-payment-method) - [Branding Theme Changes](https://support.apxium.com/knowledge/branding-theme-changes-in-xero) - [APX Auto Debit Processing](https://support.apxium.com/knowledge/apx-auto-processing) - [APX Auto Payment Failures](https://support.apxium.com/knowledge/apx-auto-payment-failures) - [Request to hold APX Auto debit](https://support.apxium.com/knowledge/request-to-hold-apx-auto-debit) - [Filtering Debtors with APXAuto invoices and payment method via Debtors Page](https://support.apxium.com/knowledge/filtering-debtors-with-apx-auto-invoices-and-payment-method-debtors-page) - [Invoices with APX Auto and APX Auto Payment Method](https://support.apxium.com/knowledge/filtering-invoices-with-apx-auto-invoices-and-payment-method) - [Filtering Manual Scheduled Payments](https://support.apxium.com/knowledge/filtering-manual-scheduled-payments) - [Filtering Invoices with APXAuto Invoices and Payment Method](https://support.apxium.com/knowledge/filtering-invoices-with-apxauto-invoices-and-payment-method) See less ▼ ## Instalment Agreements (Non-SOR On Balance Sheet Instalments) - [Instalment Offers - On Balance Sheet Instalments](https://support.apxium.com/knowledge/instalment-offers-) - [How to create an Instalment Offer](https://support.apxium.com/knowledge/instalments) - [Instalment Payment Schedule](https://support.apxium.com/knowledge/instalment-payment-schedule) - [Instalment Offers - All Schedules Paid](https://support.apxium.com/knowledge/instalment-offers-all-schedules-paid) - [Payment Rejection on Instalment Agreement](https://support.apxium.com/knowledge/payment-rejection-on-instalment-agreement) ## Professional Fee Funding (SOR) - Funded Instalments - [PFF (SOR) - Instalments Quick Guide For Merchants](https://support.apxium.com/knowledge/sor-instalments-quick-guide) - [Instalments - PFF (SOR)](https://support.apxium.com/knowledge/instalments-sale-of-receivables-sor) - [Accepting PFF (SOR) -Instalments](https://support.apxium.com/knowledge/accepting-sor-instalments) - [PFF (SOR) - Instalment Payments Schedule](https://support.apxium.com/knowledge/instalment-payments-schedule) - [PFF (SOR) Instalments - Make Payment](https://support.apxium.com/knowledge/sor-instalments-make-payment) - [PFF (SOR) Instalments - Change Nominated Account](https://support.apxium.com/knowledge/sor-instalments-change-nominated-account) - [Special PFF (SOR) -Instalments Offer](https://support.apxium.com/knowledge/special-sor-instalments-offer) - [PFF (SOR) Dashboard Icons](https://support.apxium.com/knowledge/sor-dashboard-icons) - [PFF (SOR) - Payments, Settlements & Reconciliations](https://support.apxium.com/knowledge/sor-disbursements-payments-reconciliations) - [PFF (SOR) - Payment Dishonours](https://support.apxium.com/knowledge/sor-payment-dishonours) - [External Allocations on Invoices under PFF (SOR)](https://support.apxium.com/knowledge/external-allocations-on-sor) - [Cancelling a PFF (SOR) schedule](https://support.apxium.com/knowledge/cancelling-a-sor-schedule) - [PFF (SOR) - Instalments Report](https://support.apxium.com/knowledge/sor-instalments-report) - [SOR Disbursements Allocation in Xero](https://support.apxium.com/knowledge/how-to-allocate-your-sor-disbursement-in-xero) See less ▼ ## Reports - [Active Instalment Schedules](https://support.apxium.com/knowledge/active-instalment-schedules) ## Integrations - [How to add Apxium Custom Payment URL for Xero Invoices](https://support.apxium.com/knowledge/how-to-add-apxium-custom-payment-url-for-xero-invoices) - [Apxium - Annature Integration](https://support.apxium.com/knowledge/apxium-annature-integration) - [Schedule of Data import to Apxium System](https://support.apxium.com/knowledge/data-import-to-apxium-system) - [Communications Data Integrity](https://support.apxium.com/knowledge/communications-data-integrity-collect-auditsafe) - [Contact Information from XPM to Xero Blue](https://support.apxium.com/knowledge/contact-information-from-xpm-to-xero-blue) - [Migration from MYOB to Xero - Comparison](https://support.apxium.com/knowledge/myob-old-sync-and-xero-comparison) - [Xero Rule - Passing on merchant fees](https://support.apxium.com/knowledge/xero-rule) - [Creating an API Access Token](https://support.apxium.com/knowledge/practice-engine-creating-an-api-access-token) - [Apxium – FYI integration](https://support.apxium.com/knowledge/apxium-fyi-integration) - [Xero Rule - Absorbing merchant fees](https://support.apxium.com/knowledge/xero-rule-absorbing) - [Communication Data for Stamements Configuration](https://support.apxium.com/knowledge/communication-data-for-stamements-configuration) - [Invoice Allocation Failed - Xero](https://support.apxium.com/knowledge/invoice-allocation-failed-xero) - [Xero Reconciliation Information](https://support.apxium.com/knowledge/xero-reconciliation-information) - [Partner Tracking Category - Xero](https://support.apxium.com/knowledge/partner-tracking-category) - [Virtual POS Instruction - Xero](https://support.apxium.com/knowledge/virtual-pos-vs-make-payment-functions) See less ▼ ## Onboarding Articles & Other Helpful Guides - [Pre-Live Checklist](https://support.apxium.com/knowledge/pre-live-checklist-for-both-xero-and-myob) - [Set Up Instructions - Mimecast](https://support.apxium.com/knowledge/new-dns-set-up-instructions-mimecast) - [Xero Token Access Request for Cimplico Users](https://support.apxium.com/knowledge/xero-token-access-for-apxium_cimplico) - [Help & Support Page](https://support.apxium.com/knowledge/accessing-help-support) - [Apxium Software Uninstallation Guide - Xero](https://support.apxium.com/knowledge/apxium-software-uninstallation-guide-xero) - [Apxium Software Uninstallation Guide - MYOB](https://support.apxium.com/knowledge/apxium-software-uninstallation-guide-myob) - [Apxium Software Uninstallation Guide - QuickBooks](https://support.apxium.com/knowledge/apxium-software-uninstallation-guide-quickbooks) - [Instructions on how to fill out the Payrix MID application form](https://support.apxium.com/knowledge/us-payrix-mid-application-form-guide) - [How To Set The Unique Bill Number in MYOB AE](https://support.apxium.com/knowledge/how-to-set-the-unique-bill-number-in-myob-ae) - [New Payment Type for MYOB](https://support.apxium.com/knowledge/new-payment-type-for-myob) - [Setting Up Your DNS Records](https://support.apxium.com/knowledge/new-dns-set-up-instructions) - [Instructions on how to fill out the Till Application Form](https://support.apxium.com/knowledge/instructions-how-to-fill-out-the-till-application-form) - [Authorising Apxium Dashboard with Xero Token Access](https://support.apxium.com/knowledge/authorising-apxium-dashboard-with-xero-token-access) - [The Sandbox with Payments](https://support.apxium.com/knowledge/the-sandbox-with-payments) - [Sandbox Implementation Process for both MYOB and Xero](https://support.apxium.com/knowledge/sandbox-process-for-both-xero-and-sandbox) - [Authorising a GreatSoft- MYOB Practice Manager Auth Token](https://support.apxium.com/knowledge/authorising-a-greatsoft-auth-token) - [Communications Data Integrity STAR and CCH](https://support.apxium.com/knowledge/communications-data-integrity-star) - [Till MID Facility - Guide to a Successful Merchant Application](https://support.apxium.com/knowledge/till-mid-facility-guide-to-a-successful-merchant-application) See less ▼ - [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide#main-content) - [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide#article-navigation-guide) - [Apxium Collect](https://support.apxium.com/knowledge/apxium-collect#main-content) - [General Features](https://support.apxium.com/knowledge/apxium-collect#general-features) - [Communications](https://support.apxium.com/knowledge/apxium-collect#communications) - [Client Experience](https://support.apxium.com/knowledge/apxium-collect#client-experience) - [Payments, Settlements & Reconciliations](https://support.apxium.com/knowledge/apxium-collect#payments-settlements-reconciliations) - [Engagement / Proposals](https://support.apxium.com/knowledge/apxium-collect#engagement-proposals) - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-collect#apx-auto-direct-debiting-invoices) - [Instalment Agreements (Non-SOR On Balance Sheet Instalments)](https://support.apxium.com/knowledge/apxium-collect#instalment-agreements-non-sor-on-balance-sheet-instalments) - [Professional Fee Funding (SOR) - Funded Instalments](https://support.apxium.com/knowledge/apxium-collect#professional-fee-funding-sor-funded-instalments) - [Reports](https://support.apxium.com/knowledge/apxium-collect#reports) - [Integrations](https://support.apxium.com/knowledge/apxium-collect#integrations) - [Onboarding Articles & Other Helpful Guides](https://support.apxium.com/knowledge/apxium-collect#onboarding-articles-other-helpful-guides) - [Apxium Audit Safe](https://support.apxium.com/knowledge/apxium-audit-safe#main-content) - [General Features](https://support.apxium.com/knowledge/apxium-audit-safe#general-features) - [Creating Offers/Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe#creating-offers-subscriptions) - [Offer Emails and Documentation](https://support.apxium.com/knowledge/apxium-audit-safe#offer-emails-and-documentation) - [Accepting / Declining Audit Safe Subscription](https://support.apxium.com/knowledge/apxium-audit-safe#accepting-declining-audit-safe-subscription) - [Active Audit Safe Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe#active-audit-safe-subscriptions) - [Audit Safe Renewal / Rollover](https://support.apxium.com/knowledge/apxium-audit-safe#audit-safe-renewal-rollover) - [Pricing](https://support.apxium.com/knowledge/apxium-audit-safe#pricing) - [Others](https://support.apxium.com/knowledge/apxium-audit-safe#others) - [Apxium Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill#main-content) - [Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill#pay-my-bill) - [Payments and Settlements](https://support.apxium.com/knowledge/apxium-pay-my-bill#payments-and-settlements) - [Communications](https://support.apxium.com/knowledge/apxium-pay-my-bill#communications) - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-pay-my-bill#apx-auto-direct-debiting-invoices) - [Payrix](https://support.apxium.com/knowledge/apxium-pay-my-bill#payrix) - [Client POS - Non Integrated \[North America\]](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america#main-content) - [Client POS - General Features](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america#client-pos-general-features) - [APX Capital - Tax Pay for Introducers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-introducers) - [APX Capital - Tax Pay For Borrowers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-borrowers) [![Apxium Advanced Software Solutions for Accountant](https://support.apxium.com/hs-fs/hubfs/Logos/apxium-logo.png?width=144&height=50&name=apxium-logo.png "Apxium Advanced Software Solutions for Accountant")](http://www.apxium.com) Copyright © 2025, Apxium HQ