Making an APX Trust Deposit

When making a trust deposit using APX, add the trust deposit as usual, but be sure to check Charge credit card/ACH for this deposit. Don't forget to post the trust deposit after adding it.

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, then the following prompt appears:

After clicking Yes, the Matter Maintenance window's CC Info tab opens for the matter. Here, the user can add a payment method for the matter.