Handling PayNow Payments

Abacus Accounting checks the APX servers for new payments made by your clients on a set time interval. If you don't see a payment record you think should be listed, review PayNow transactions.

PayNow Payments for the Operating Account

Client payments are automatically added for review and posting when:

• The client pays a bill through a PayNow charge link (for the operating account).

• Trust money is transferred to the operating account to pay the invoice.

Go to Billing > Payments Received, highlight the client payment, and click Post. Repeat for all payments.

PayNow Deposits for the Trust Account

When the client pays a trust payment through a PayNow trust retainer link (for the trust account), a payment is automatically added as a trust deposit for review and posting.

Select Trust > Trust Deposits. Highlight the trust deposit and click Post.