Trust deposits made using APX can be voided.įollow these steps to void an APX trust deposit: Reversal entries are made on all applicable accounts: Operating, Fee Revenue, Hard Cost Revenue, etc. Reversal entries are created in the Matter Billing Activity as well as the General Ledger.If you get a notification like this, click OK.A window will appear asking you if you are sure you want to void the transaction.All associated transactions will have the same Transaction ID. It is only necessary to void one of these associated transactions because voiding one will void all of them. NOTE: The transaction might be broken into several transactions, depending on how it was applied (Fees, Hard Costs, Soft Costs, etc.). Select the transaction you want to void.The Matter Billing Detail window appears. Select Matters > Matter Billing Activity.Payments that have appeared on a bill (when the status in the Matter Billing Activity is Billed) cannot be voided.įollow these steps to void APX credit card payments:.Once this window has passed and the transaction has been cleared and processed, you will have to manually enter reversal entries and issue a check. There is a 24- to 48-hour window (depending on the credit card issuer) in which you can void.Upon saving, the normal client payment process continues.Ĭredit card transactions processed through APX can be voided.Here, the user can complete the settings for credit card/ACH usage. After clicking Submit, the Matter Maintenance window's CC Info tab opens for the matter.When you click Yes, a form appears where you can set up a payment method for the client.If the client/matter is not set up for credit card/ACH use, when you click Charge credit card/ACH for this payment while entering a client payment….Make your client payments as usual and check Charge credit card /ACH for this payment and APX will handle the payment.To charge the secondary credit card, make it the primary card by highlighting the card and clicking Make Primary. However, only the primary credit card is charged. You can add up to two credit cards for a client.If you want to add e-check or ACH information, select E-Check/ACH, complete the information, and click Submit. If you want to add a credit card, select Credit Card, complete the information for the credit card, and click Submit. The Save Payment Information window appears. ![]() Remove the check if you do not want payments to automatically charge the client’s primary credit card when posting the bill. Always charge credit card or electronic check automatically for bill payments is checked by default when you allow credit cards/electronic checks.Check Allow credit card or electronic checks for the bill payments.The Matter Maintenance window appears.Highlight the matter you want to work with and click Open.If you have a different matter for the same client, perform this procedure, but when you check Allow credit card or electronic checks for the bill payments, any credit card/ACH information stored for the selected client will automatically link, making it unnecessary to reenter the information. Therefore, you only need to add this information for a client one time. Restart Abacus Accounting to finalize the APX setup.Īdding Credit Card/ACH Accounts to a MatterĪlthough credit card/ACH information is added to matters, the information is actually.When you are finished, click Done on the Company Preferences window’s Credit Card Setup tab.Click Get Started and then follow the on-screen instructions to sign up for APX. Set Processor to Abacus Payment Exchange (APX). ![]()
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