Christa Mason
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Recent activity by Christa Mason-
Chapter 1: Engagement Templates
Summary Create an unlimited number of unique Templates directly from within the Firm Portal. You can create Letter Templates, Section Templates, and Section Types. The following article outlines t...
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Introduction: Billing
Aiwyn Billing is a software solution built for accounting firms to simplify and automate the tedious billing process. Integrating seamlessly with existing practice management systems, Aiwyn Billing...
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Smart Statements Staged for Review
Summary Collection reminders, also known as Smart Statements will send automatically or manually, depending on your current Collection Settings in the firm portal. When in a manual review process, ...
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Recurring Payments Manager
The Recurring Payments Manager allows Firm Admins to quickly create new Recurring Payment Plans or update existing Recurring Payment Plans regardless of who set them up (the Firm Admin or the Clien...
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How do I configure ADFS for single sign-on with Aiwyn?
In order to make use of SSO with Aiwyn’s Firm Portal, there are a few steps that must be completed: Configure a “Relying Party Trust” for Aiwyn’s Firm Portal Provide Federation Service details (...
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Payments & Collections Implementation Overview
Summary The Aiwyn Payments & Collections Implementation process is required before launching Aiwyn. This detailed and in depth process consists of meetings, homework, and testing, all of which will...
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How do I whitelist Aiwyn email sender IP ranges and bypass anti-spoofing?
You can ensure that all Aiwyn emails are successfully delivered to your firm’s team and clients by updating your email security and filtering settings.Whitelisting Aiwyn Sender IP RangesYou can all...
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Save a payment method in a Client Portal
SummaryYou can save a payment method to speed up the payment process for future payments. You can also create as many different saved payment methods as you desire.Note that due to PCI compliance, ...
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Chapter 1: Emailing invoices
SummaryAiwyn's 1-click invoice email refers to the invoice email your clients ultimately receive. You will still create, post, and send invoices from your practice management system.When an invoic...
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Rate card fields reference
The properties of a rate card and the columns of its rate table, in Settings → Billing → Rate Cards. Read it before creating a card, or when working out which rate a time entry will be billed at. C...