How-to-guides
- Create, Use, and Manage Quick Payment Links
- How do I migrate stored payment methods to Aiwyn?
- Manage AutoPay eligibility by business entity
- View tax payments across all clients
- Record credit adjustments, debit memos, and write-offs
- Clear an invoice that still shows Overdue after the client paid
How it works
- How payment retry and recovery works
- Why an invoice still shows a balance after a payment
- How AutoPay eligibility works for business entities
- How Accounts Receivable fits the billing lifecycle
- How allocation determines a client's true outstanding balance
- How write-offs differ from credit adjustments