Maggie Shipley

Collections, branded Smart Statements, sends aging-based statement emails for overdue invoices. Configure it in the Firm Portal's Collections settings.AccessView Collections opens the statements pa...

This page sets out the changes a firm must make to its invoice template and invoice email settings in its practice management system before going live with Aiwyn Payments and Collections, with the ...

This article does NOT apply to Aiwyn Practice.Send client questions about invoices to a shared mailbox, such as billing@yourfirm.com, instead of to an individual staff member.Steps In your practice...

Aiwyn requires the client ID to appear on the invoices you send to clients. This page explains what depends on it.The client ID is how a client finds themselvesA client who chooses to go to your we...

Locate a single email Aiwyn sent on your firm's behalf — usually because a client is asking whether their invoice or statement arrived.Steps Open the Firm Portal and select Clients (or if using Aiw...

Client Groups organize related client records so firm staff can view, filter, and work with them together while each client remains a separate record.If your firm is on Aiwyn Practice, then Client ...

What the Email Delivery Hub shows and how it behaves: its tabs, summary cards, table columns and filters, which emails it tracks, how current its data is, and who can view and resend emails.The hub...

Narrow the clients list to the records that match a condition you set on a column — for example, every client in one office, or every client whose name starts with a given string.Apply a filterSele...

This article applies to Aiwyn Practice, where your firm maintains client and contact records in Aiwyn. If your firm syncs clients and contacts from a practice management system, contact fields are ...

Use this reference to understand fields on a client record and the columns documented in the Clients grid.Client record fieldsIdentity and classificationFieldRequired to createWhat it controls Clie...