Resend invoices from Firm Portal

Summary

Firm staff have the ability to resend an unpaid invoice via email from within the Aiwyn Firm Portal to any email recipient(s).

The client's contacts enabled for electronic invoices are shown by default, and you can choose to edit, remove, or add any email address. 

In order to resend an invoice, the PDF of the invoice must be available to view in the portal.

Included in this article

• Steps to resend invoice
• Important note

Steps to resend invoice

1. Log into the Firm Portal
2. Go to Invoices, select to view unpaid invoices
3. Search for the invoice you would like to resend
4. Under the actions column, select the three small dots
5. Select "resend invoice"

6. A small window will appear displaying the client's contacts enabled for invoice emails
7. Add, change, or remove contact emails as desired
8. Select resend

Result: The contact(s) receive an Aiwyn 1-click invoice email with the PDF of the invoice attached

Important notes

• Only unpaid invoices may be resent through Aiwyn
• The invoice PDF must have been previously ingested by Aiwyn in order to resend the invoice from the Firm Portal

This means the invoice must have been sent via email using the Aiwyn invoice email process, whereby you first send the invoice email from your practice management system, it is routed to Aiwyn through a mail rule, and then subsequently sent to the intended recipient(s) using the Aiwyn 1-click invoice email.

• The contacts displayed by default in the resend recipient box are those contacts enabled to receive invoices via email as managed in your practice management system

To check a client's contacts in Aiwyn, navigate to the Client Details and view the contacts. Those with "receives invoices" are enabled for emailed invoices.