Maggie Shipley

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...

This article applies to Aiwyn Practice.The Accounts Receivable transactions ledger and Reverse Invoice are available only to firms on Aiwyn Practice. On Aiwyn Payments, see How to change a sent inv...

This article applies to Aiwyn Practice. On Aiwyn Payments, the sidebar shows Payments instead of Accounts Receivable.This article explains where Accounts Receivable sits between sending an invoice ...

This page lists every status a sent invoice can show in Aiwyn, what moves an invoice into and out of each one, and where you see it. Use it to read an invoice's status or to work out why it changed...