Use the Payment History and Payment Plans grids to review recorded payments and client autopay arrangements. Both grids are read-only.
Payment History
Payment History shows payments recorded for the firm, including payments processed through Aiwyn and payments recorded outside Aiwyn.
| Without Aiwyn Practice | With Aiwyn Practice | |
|---|---|---|
| Tab | Payments | Accounts Receivable |
| Sub-tab | Payment History | Payment History |
Both versions display the same columns. The documented differences are noted below.
| Column | Description |
|---|---|
| Received | The date the payment was made. |
| Client ID | The ID of the client the payment belongs to. |
| Client Name | The name of the client the payment belongs to. |
| Note | For non-invoice payments, the required payment description. |
| Invoices | The invoice number or numbers paid by the transaction. |
| Invoice Amount | The total amount of the invoices paid. |
| Total Paid | The total paid by the client, including processing and late fees. |
| Principal | The amount applied to invoices, excluding processing and late fees. |
| Processing Fee | The credit card processing fee paid. |
| International Card Fee | The additional fee paid for an international card transaction. |
| Late Fee | The late fee paid in the transaction. |
| Payment Method | Without Aiwyn Practice: Bank transfer, Credit card, Debit card when accepted, or Unknown for a payment recorded outside Aiwyn. |
With Aiwyn Practice: ACH, Credit card, Debit card when accepted, or Check. |
| Type | Without Aiwyn Practice: Client Portal, Autopay, or Quick Payment Link.
With Aiwyn Practice: Client Portal, Autopay, Quick Payment Link, or Manual for a check entered by the firm. |
| Paid By | The name of the person who made the payment. |
| Reference | The payment transaction's reference number. |
| Status | For payments made through Aiwyn: Completed, Failed, or Refunded. A refunded payment also displays its refund date. |
| Action | Opens the menu for available actions, including issuing a refund for an eligible Aiwyn payment. |
Payments marked with the Aiwyn logo were processed through Aiwyn. Payments recorded outside Aiwyn cannot be refunded through the platform.
Payment Plans
| Column | Description |
|---|---|
| Description | The plan terms, such as “AutoPay up to $500.” |
| Amount | The scheduled charge amount. This can display Pending when the amount has not yet been set. |
| Payment Method | The saved card or account charged by the plan. |
| Frequency | How often the plan runs, such as Monthly. |
| Start Date | The date the plan became active. |
| End Date | The date the plan stops. The plan runs until this date or until it is cancelled. |
| Last Payment | The date of the most recent charge. |
| Next Payment | The next scheduled charge date. |
Payment Plans controls
| Control | What it does |
|---|---|
| Search | Finds a plan by client. |
| Export | Downloads the current view. |
Related articles
- Review the fee breakdown on a processed payment
- Review a client's payment plan
- How a payment plan charges a client automatically
- Transactions list column reference