PayNow and Retainer Management

APX PayNow and Retainer Management 

The PayNow and Retainer Management feature allows for better management of PayNow/Retainers requests in mass. This form will show all PayNow and Retainer Requests in their various statuses.

To use this feature, go to Billing>Payments>APX button> Manage Requests OR  Billing>Invoice>APX Button>Manage Requests

New APX PayNow and Retainer Management Window.

How to Manage APX PayNow and Retainer Requests

Search and Issue Date:

The search will allow searches such as company name, and amount. Utilize the down arrow next to the search icon to specify search criteria.

The issue date is meant to be used to filter the PayNow and Retainer Requests by the date on which they were issued. This will be helpful when billing is performed on certain days of the month in order to easily target the requests to either resend or renew, in mass.

Filters Options by Type and Status such as: PayNow, Retainer, Paid, Unpaid, Canceled, and Expired

For Example, filter by Unpaid PayNow, then select all or some of the items which will enable to actions applicable below such as Resend. This action will resend the PayNow or Retainer email to the client to pay and the expiration date will remain the same.

For example, use the filters to see all unpaid PayNow requests and then act by resending all unpaid requests at once. All PayNow features are accessible through this management window such as Resend, Renew, Cancel, Delete, and Update Status.  

Sortable Headers: All Column headers can be used to sort the data below.

For example, if you wish to sort by ‘Days Left’, which is calculated by the expiration range set at the company settings, this will enable you to select in mass the most urgent PayNows. Once selected utilize the ‘Renew’ button at the bottom of the window. This process will generate a PayNow email to be sent and the expiration date will update based on the rage set at the company level.

If the day’s left column is empty or there isn’t a value, then you may want to consider setting an expiration range. Go to Setup>My Company and Settings>APX>PayNow Expiration. Setting this value will not affect current unpaid PayNow/Retainers. Only by sending a new request will the items then abide by the newly set expiration range.

How to Manage Requests in Mass

Use the Check-Box to select the item(s) that need to be managed and the action buttons below. 

Status Legend:

• Green Check Mark = Paid
• Red Exclamation Mark = Expired
• Gray Hourglass = Active, not paid  

Unpaid Label: This will display the dollar amount of PayNow/Retainers that have not been paid along with the number of unpaid items.