You can generate and insert secure Aiwyn payment links directly into Outlook emails so you can collect payments faster without leaving your inbox.
Understanding Default And Custom Payment Links
Choose the payment link type that best fits how you want to request payment.
- Default Links are general payment links used for ad-hoc payments.
- Custom Links are pre-filled with client details such as name, amount, email address, and payment description.
Once received, clients select the link and complete payment on Aiwyn’s secure payment page, and no setup is required.
Confirming System Requirements
Ensure your account and permissions are ready before installing or using the add-in.
- You must have Quick Payment Links enabled for your Aiwyn Payments account.
- You must have staff access with permission to create and send Quick Payment Links.
Feature availability is controlled by firm-level permissions.
Installing The Outlook Add-In
Add the Aiwyn add-in to Outlook so it is available when composing emails.
- Open Outlook and navigate to Home → Get Add-Ins.
- Search for Aiwyn.
- Select Add to install the add-in.
- After installation, the Aiwyn icon appears in the Outlook toolbar when you create a new email.
- If not visible:
- Restart Outlook after installation
- Confirm you are using a supported Outlook version such as Microsoft Outlook 2019 or Microsoft 365.
- Confirm you are in a supported environment such as Outlook Web App, Outlook for Windows, Outlook for Mac, or Microsoft 365.
Inserting A Quick Payment Link In An Email
Insert a secure payment link directly into a newly created email.
- Open Outlook and select New Email.
- Select the Apps icon in the message window, then select Aiwyn.
- This icon is four small squares at the top right
- Enter your firm ID and sign in using your Aiwyn credentials
- For example, you would use ‘firm’ as your ID if your URL was 'firm.aiwyn.ai’.
- Choose to insert a default payment link or create a custom payment link by entering client details, amount, email address, and payment description.
- Replace the displayed text with client-friendly language such as ‘Click here to submit your payment’.
- Select Insert Link to add the payment link to the email body.
- Send the email.
- Your client is directed to Aiwyn’s secure payment page to complete payment.
Viewing Payments From Outlook Links
You can track payments submitted through Outlook the same way as other Quick Payment Links.
Payments created through the Outlook add-in appear in your firm’s standard non-invoice payments reporting alongside links created in the Aiwyn portal.
Understanding Add-In Removal Impact
If the Outlook add-in is removed, you can no longer create new Quick Payment Links from Outlook however, previously sent emails and existing payment links continue to function.