Maggie Shipley

Applies to Aiwyn Payments.You post and email invoices from your practice management system, and Aiwyn sends the Aiwyn invoice email once it has the posted invoice. On Aiwyn Practice, see Send a fin...

This page explains what is involved in moving your clients' saved bank accounts and cards from a previous payment processor into Aiwyn, and what your firm has to decide and prepare, for firms in im...

This article only applies to firms with more than one bank account connected to Aiwyn.AutoPay eligibility lets your firm exclude invoices from a specific business entity from automatic payment. Thi...

This article only applies to firms with more than one bank account connected to Aiwyn.AutoPay eligibility controls whether invoices from a business entity can be included in AutoPay. The setting ap...

ACH blocks and ACH payment failures can both stop an ACH payment, but they occur at different points and leave different evidence. Use this reference to identify what happened and what to do next.A...

This article applies to Aiwyn Practice.Every draft invoice moves through the same four steps before it reaches a client. Each step has a role, a status, and a default person who fills that role.The...

Quick Payment Links let a firm collect one-time payments without requiring the payer to access a specific Client Portal or pay an existing invoice. Use them for retainers, prepayments, consultation...

Configure Smart Statements for the first time: decide when statements go out, how often a client can receive one, who they come from, and what they say. By the end, your firm's first statements wil...

Two settings decide when a client receives a Smart Statement. Triggers decide whether a statement is triggered to send. The throttle decides whether it is too soon to send another statement. Unders...

This article applies to firms using the Remitian integration with Aiwyn.See every client's tax payment obligations synced from Remitian in one list, and narrow it to what needs attention.Before you...