Processing an APX Payment

Select Billing > Payments.
Click Add Payments and click Create New Payment.
The Payment Management window opens.
1. Enter the amount of the payment in the Amount
2. Select the payment method in the Method field.
3. Complete any other information as you like.
4. Ensure that the correct invoice is selected to apply the payment to.
5. In the list of payment methods, ensure that the correct one has the Charge box checked. Note that you can click Manage Cards to add a payment method for the client on the fly.
6. Click Process APX Payment.
In the window that appears, ensure that the correct account is being charged and click Accept.
Notification that the payment was posted appears. Click OK to close the window.
Click Save & Close.
If you want to update the PDF of this invoice on the portal, if applicable.
Notification of the transaction is emailed to the firm member.
Notification of the transaction is emailed to the client.