How to Set-up APX in Amicus Attorney by CARET

To set up APX:

1. At the Home screen, click Firm Settings in the left navigation bar.
   
   
   
   
2. Click Abacus Payment Exchange (APX) under the Billing heading to display the Billing - Abacus Data Exchange (APX) screen.
   
   
3. Click Learn More / Enroll to display the first screen on the Onboarding wizard.
   
   
4. Click LEARN MORE to learn more about APX or click GET STARTED to begin the Onboarding process.
   • Most of the fields in the Onboarding wizard are populated with information from the client's contact card. Click in the fields to edit or enter new information. 
     
     
5. Click Next to move on to the next screen.
   
   
6. Click Submit to display the Business Owner/ Officer Information dialog.
   
    
   • Use the scrollbars on the right-hand side to scroll through the screens.
     
     
7. Click Continue on the last screen to display the Terms & Conditions, then click I Agree to complete the process.
   
   
8. A Verification in progress screen displays. Click Close in the bottom right side of the screen to return to Billing - Abacus Payment Exchange (APX) screen.
   
   
   
   
9. Click OK to complete the process and return to the Firm Settings screen.
   
   
10. You will receive Email Notification Approval. This may take up to 2 business days.