Apxium
Resources · Video Content

The Apxium video library.

Product walkthroughs and how-to guides, all in one place. See exactly how to set up and get the most out of Apxium.

Electronic Engagement & Auto Debits

Accepted Electronic Engagements and setting up APX Auto invoices in your source invoicing system

Integration of accepted engagements with billing systems.

General Billing

Apxium Collect

Introductory overview of the Apxium Collect product.

Audit Safe

Apxium's Audit Safe solution

Overview of the automated compliance service.

General Billing

Authorising the Xero Access Token

Integration setup with Xero accounting software.

Electronic Engagement & Auto Debits

Creating an Electronic Engagement

Step-by-step setup process.

General Billing

Debtor Notes

Managing notes on debtor accounts.

General Billing

Disabling Communications

Control communication settings.

General Billing

Filtering the Apxium Dashboard

Dashboard filtering capabilities.

Electronic Engagement & Auto Debits

Further information on APX Auto invoice templates and their use

Template customization and application.

General Billing

Instalment Offers – Merchant Dashboard

Setting up payment plans for debtors.

Electronic Engagement & Auto Debits

Introduction to the Apxium Electronic Engagement

Overview of electronic engagement features.

General Billing

Logging into the Apxium Merchant Dashboard

Guide for accessing the merchant platform.

General Billing

Scheduling Payment - Merchant Dashboard

Payment scheduling functionality.

General Billing

Searching debtors in the Apxium Dashboard

How to locate debtor records.

General Billing

The Apxium Debtor Menu

Navigation and features within the debtor section.

General Billing

The Apxium Merchant Dashboard

Overview of the merchant dashboard interface.

General Billing

The Dashboard View Menu

Dashboard viewing options and customization.

Electronic Engagement & Auto Debits

The client experience for Electronic Engagements

How clients interact with engagements.

General Billing

Virtual POS Terminal

Payment processing through the virtual terminal.

Electronic Engagement & Auto Debits

Working with existing Engagements in the dashboard and sending to clients

Managing and distributing engagements.