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Apxium Pay My Bill

Pay My Bill

Apxium Customizations

A list of customizations for the Apxium dashboard

Apxium Dashboard

Configurable item	Category	Default Setting	Description	Region
Partners/Account Managers filter	Apxium Dashboard	Set as Partners	You can customize the filter functions to include more offices or account managers.	UK and North America
Debtor Filters Menu	Apxium Dashboard	Apxium Default filters	The debtor search function allows you to easily sort through your debtors. You can inform your onboarding specialist of any additional filter options you need.	UK and North America
Debtor Aging	Apxium Dashboard	Apxium Default - Green - Updated Yellow - Overdue Red - Over 30 days overdue	The debtor aging lets you know which debtors are performing or non-performing. You may let your onboarding specialist know about the desired aging for up-to-date and overdue debtors.	UK and North America
Make payments screen layout (Client name, wording)	Apxium Dashboard	Apxium Default layout	When you're on the payments screen, you have the option to take payments in two ways: over the phone or on the dashboard. To do this, simply select the debtor and click on "Make payments." You can also customize the layout to include the client's name and adjust the wording.	UK and North America
Add verbiage to the client Payment Portal Login Screen	Apxium Dashboard	Apxium Default Layout	Adding verbiage to the payment portal login like brief explanations or disclaimers	UK and North America
Virtual POS	Apxium Dashboard	Apxium Default Layout	You may request to change or add wordings, add boxes such as a box for client number and name, Add a place to enter information such as email addresses, and choose to send a payment confirmation to the client.	UK and North America
Apx auto invoice timing (Direct Debit invoicing)	Apxium Dashboard	7 days delay	Let us know your desired number of days when the client's account would be auto-debited i.e. 8 days delay	UK and North America
Office option to be added on the Invoices Menu	Apxium Dashboard	Apxium Default Options/Column	Add the office option on the invoices menu that would greatly help when extracting reports	UK and North America
/Pay Portal	Apxium Dashboard	Apxium Default Layout	Let us know if you would like to edit the verbiage on the pay portal.	North America
Turn off/Remove Late fees column	Apxium Dashboard	Enabled	Let us know if you will be enabling the late fees or not.	North America
Apxium Dashboard debtor page headers	Apxium Dashboard	Apxium Default options	The debtor is the first thing that you'll see once you login to your Apxium dashboard. You now have the option to change the headers i.e. changing "Debtor Code" to "Account #"

Debtor Portal

Configurable Item	Description	Default setting	Description	Region
Credit Card Processing fee on the debtor portal	Debtor Portal	Default CC processing fee - 3%	You can adjust the credit card processing fee through the debtor portal. Simply specify your preferred processing fee on the page, and our onboarding specialist will handle the rest.	UK and North America
Fee table and fee functionality on the debtor portal	Debtor Portal	Apxium Default Layout	The Fees table and fees functionality are seen before proceeding with the payment. Let us know how you would like the page to look like (adding buttons, layout, wording)	North America
Select/view invoice page (wording and appearance)	Debtor Portal	Apxium Default Layout	The select/view invoice page may also be modified based on your liking. Examples would be adding a close button or the name of the debtor on the page itself.	UK and North America
Debtor portal page layout (Wording, Enabling/Disabling ACH/CC payments)	Debtor Portal	Apxium Default Layout	The entire debtor portal page may also be modified. You may put additional messages under the payment portals. Change the layout or wording. Put additional contact details.	UK and North America
Remove/Add invoices and payments from the client's view	Debtor Portal	Apxium Default - Past Invoices/payments showing	Decide whether the invoices that were sent should show on the debtor portal	North America
Zipcode check for cc	Debtor Portal	Default CC check verbiage	Let us know if there is anything that we need to add or the zip code check should be activated or not	North America

Communications

Configurable item	Category	Default setting	Description	Region
Invoice Formats	Communications	Apxium Invoice Format - Default	Provide which invoice format from your AP system you would like to use	UK and North America
Payment confirmation/Payment receipt (Wording and salutation)	Communications	Apxium Default Layout	Provide the wording or layout that you would like to have on the page. You may ask to modify wording such as salutations and add a simple breakdown of the fees.	UK and North America
Payment Dishonoured emails (wording/hashing of payment info)	Communications	All information is shown/Default wording	Let us know how you would like the email to appear as well as information that should not be shown or be secured	UK and North America
Invoice timing (delays)	Communications	Invoice Comms delay - 1	Let us know the delay from which the invoices should be sent out	UK and North America
PDF Invoices (watermark, wording, layout)	Communications	Default Apxium PDF invoice	Provide the wording or layout that you would like to have on the page such as additional wordings or watermark on the pdf	UK and North America
Preferred email field in STAR (for comms)	Communications	Apxium Default	Let us know which field in Star should be the email source	UK and North America
Statements customization	Communications	Apxium Default Layout	Statements are sent to the clients who are past their due date. Let us know how you would like the page to look like. You may add wordings or change salutations	UK and North America
Request to turn off failed payment email notification	Communications	Apxium Default - ON	Let us know whether you would like to use the failed payment email notification	UK and North America
Turn the recipient's email address off for Payment confirmation	Communications	Enabled	Let us know if you need us to send an email notification for payment confirmation	UK and North America