Maggie Shipley

Firm staff and clients can both open the PDF of an invoice, working either from the Firm Portal or from the Client Portal. Only invoices emailed in the Aiwyn Invoice Email routing process (mail rul...

Use the filters and search controls to find a client, then work through the troubleshooting checks if the client is missing.Find a clientOpen Collections from the left sidebar.To work one partner's...

Use this reference when creating a generic or pre-filled Quick Payment Link in the Share payment link modal.Link and actionsField or controlWhat it doesLinkDisplays the firm's payment portal URL. W...

Quick Payment Links let you collect retainers, deposits, consultation fees, and other payments without requiring the payer to sign in to the Client Portal or pay an existing invoice.Before you begi...

Collections provides two ways to stop a client receiving a statement. The difference is how broadly and how long each control applies.Skip StatementSkip Statement acts on the single draft currently...

Use these controls to stop one pending statement or pause all future statements for a client.Skip one pending statementOnly firms who have not yet automated statements can skip a pending statement....

When a payment fails, the next step depends on the payment method, the failure reason, and whether the payment was one-time, recurring, or automatic. Aiwyn does not apply one universal automatic re...

Why a client may have paid while an invoice or client account still shows a balance, and where to investigate.Start with where the balance appearsA balance that persists after a payment can have di...

Use this reference while reviewing a generated collection statement. This article only applies to firms who have not yet automated their smart statements and have instead chosen to manually review ...

Firm staff can find any client who has created a portal user account, see which client entities that account can reach, and revoke or extend that reach — the three things the firm is actually able ...