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Resend invoices from Firm Portal

Maggie Shipley
Updated

Resend an unpaid invoice from the Firm Portal when a client needs another copy or you need to send it to a different recipient. The recipient receives an Aiwyn 1-click invoice email with the invoice PDF attached.

Before you start

  • You need the Resend Invoice permission.
  • The invoice must be unpaid. A paid invoice cannot be resent from Aiwyn.
  • Aiwyn must have a PDF for the invoice. On the Invoices page, a teal invoice number means a PDF is available.
  • If the invoice PDF was corrected, confirm the newest version is visible in Aiwyn before resending. As soon as Aiwyn receives a new version of the same invoice, it becomes the PDF used for the resend.

Resend an invoice

  1. Log in to the Firm Portal.
  2. Go to Invoices and open the Unpaid tab.
  3. Search for the invoice.
  4. In the invoice row, click the three-dot actions menu.
  5. Select Resend invoice.
  6. Review the email addresses shown. The default recipients are the client contacts marked to receive invoice emails in your practice management system.
  7. Add, change or remove email addresses as needed. You can send the invoice to an address that is not one of the client's saved contacts.
  8. Click Resend.

The recipients receive a new Aiwyn 1-click invoice email with the newest invoice PDF on file attached.

About recipients

Changes made in the recipient window apply only to this resend. Adding or correcting an email address here does not update the client's contacts in Aiwyn or your practice management system.

To change the default recipients for future invoice emails, update the contacts marked to receive invoices in your practice management system.

After you resend

  • The original invoice email and its 1-click payment link continue to work.
  • The resent email appears in the Email Delivery Hub. Allow up to 15 minutes for the hub to update.
  • There is no limit to the number of times you can resend an invoice directly from Aiwyn. The 20-minute resend limit applies only when an invoice is resent from outside Aiwyn, such as from email or a practice management system.

If the email does not arrive

Wait up to 15 minutes, then check the Email Delivery Hub for the delivery status. Use the bounced and undelivered email reports to identify invalid addresses, blocked messages and other delivery failures before trying again.

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