Maggie Shipley
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Articles
Recent activity by Maggie Shipley-
How allocation determines a client's true outstanding balance
This article applies to Aiwyn Practice. The Transactions ledger in Accounts Receivable, where payments are allocated, is available only to firms on Aiwyn Practice.This article explains why a paymen...
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How to change a sent invoice
On Aiwyn Payments, your invoices come from your practice management system, so you change them there. See the first section of this article.This article answers what you can do when an invoice you'...
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How write-offs differ from credit adjustments
This article applies to Aiwyn Practice. The Accounts Receivable transactions ledger is available only to firms on Aiwyn Practice.This article answers what separates a write-off from a credit adjust...
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How an invoice is issued and delivered
This article applies to Aiwyn Practice.This article explains how a finalized draft invoice becomes an issued invoice, how it reaches your client, and why Aiwyn treats those as separate steps.An inv...
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Why AR transactions are corrected, not deleted
This article applies to Aiwyn Practice. The Accounts Receivable transactions ledger is available only to firms on Aiwyn Practice.This article answers why Aiwyn keeps every accounts receivable trans...
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Record credit adjustments, debit memos, and write-offs
This article applies to Aiwyn Practice. The Accounts Receivable transactions ledger is available only to firms on Aiwyn Practice.Record a write-off or credit adjustment on a client's account, recor...
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Clear an invoice that still shows Overdue after the client paid
This article applies to Aiwyn Practice. The Accounts Receivable transactions ledger is available only to firms on Aiwyn Practice.Find out why an invoice still reads Overdue after the client paid, a...
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Record and allocate payments
This article applies to Aiwyn Practice. The Accounts Receivable transactions ledger is available only to firms on Aiwyn Practice.Record a check, ACH or other payment a client sent you outside the p...
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Transactions list reference
This article applies to Aiwyn Practice.The Accounts Receivable transactions ledger is available only to firms on Aiwyn Practice. It isn't available to firms on Aiwyn Payments.This page covers the c...
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How invoice numbers are generated
This article applies to Aiwyn Practice.On Aiwyn Payments, Aiwyn doesn't generate invoice numbers. Each invoice comes from your practice management system already numbered, and its PDF file name mus...