General Features
- Debtor Notes
- Invoices and Payments Tab
- Attach PDF Documents to a Current - Unsent Invoice
- Invoices Menu
Communications
New invoice/Payment Instructions Email/SMS
Overdue Invoice Reminders notice/SMS
Changing the Communications Settings/Rules
Updating the Client's Email Address
Resending Copy of Invoice / Communications
Request to turn off SMS for specific clients
Sending SMS without Email Communications
- Disabling and Re-Enabling Communications
- User Privilege - Other Permissions List
- How to use Ad-hoc Statement Reminder
Client Experience
Payments, Settlements & Reconciliations
- Payments & Writeback Report
- 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
Engagement / Proposals
- How Electronic Engagement & Direct Debit Arrangement Works
- Electronic Engagement / Proposals
- Merchant Engagement/Proposal Dashboard
- How to create an Electronic Engagement/Proposal
1. Search debtors by typing their names.
Bringing in clients to your Apxium dashboard
2. Choose the nature of payment for the service you wish to engage them for.
3. Fill in the details of your Electronic Engagement/Proposal
Engagement / Proposal Email
Engagement Client Payment Method - for Automatic Debit
2. Queried Status / Client Engagement Portal - Client Messages
Engagement Queries/Notifications:
APX Auto (Direct Debiting Invoices)
How to create an Invoice that will be recognized as Auto Pay
Xero [Blue] Guide for Auto Pay
GreatSoft - Guide for Auto Pay
Deleting Debtor Payment Method
APX Auto Invoice with no Payment Method
- Filtering Debtors with APXAuto invoices and payment method
- Branding Theme Changes
- APX Auto Debit Processing
APX Auto Payment Processing for Overdue Invoices
1. Declined Due to Insufficient Funds, Refer to Customer or Generic Decline/ Unspecified Failure
2. Declined Due to Expired Card, Payer has closed account or Invalid Details
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
SOR - Funded Instalments
- SOR Instalments Quick Guide For Merchants
- Instalments - Sale of Receivables (SOR)
- Accepting SOR Instalments
Multiple SOR Instalment Schedule
- SOR Instalment Payments Schedule
- SOR Instalments - Make Payment
- SOR Instalments - Change Nominated Account
- Special SOR Instalments Offer
- SOR Dashboard Icons
- SOR Payments, Settlements & Reconciliations
SOR Settlements to Bank Account - Xero Users
Allocating SOR Payments in Full into Your Accounting Package
Reinstating A Cancelled SOR Schedule
External payments or allocations applied against a SOR invoice in Xero
External Payments or allocation applied against a SOR invoice for Non-Xero Users
Reports
Integrations
What to do if you can’t see it in Unallocated Account:
- 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
Others
- Communications Data Integrity STAR and CCH
- Till MID Facility - Guide to a Successful Merchant Application
- Sandbox Implementation Process for both MYOB and Xero
- Xero Token Access Request for Collect Cimplico Users
- Apxium Software Uninstallation Guide - Xero
- Apxium Software Uninstallation Guide - MYOB
- Apxium Software Uninstallation Guide - QuickBooks