Christa Mason

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Articles

Recent activity by Christa Mason Recent activity Votes
  • PracticeEngine - Payment Import Template

    PracticeEngine (cloud and on-prem) offers a free tool to import your daily intent or cash files for payments made through Aiwyn. Daily, your payment notification email recipient(s) receives a serie...

  • PracticePro365 - import and allocation process

    SummaryThe practice management system PracticePro365 (PP365) includes a built in payment import tool. Payments made through Aiwyn to invoices are provided to your firm in a report, which you then i...

  • QuickBooks Online - Payment file import template

    Summary QuickBooks Online offers a payment import utility where you can import payments made through Aiwyn. Please first read their help article on building and using this tool in QBO. Included in ...