Christa Mason

Invoices emailed through the Aiwyn invoice email process have a corresponding invoice PDF viewable from within the Client and Firm Portals.Included in this article: Invoice PDF details Viewing PDF ...

Below is a full listing of configuration options related to Payments & Collections. For in depth descriptions and examples, click the links.   Best Practice: Copy the tables below and insert your ...

SummaryFirm staff have the ability to resend an unpaid invoice via email from within the Aiwyn Firm Portal to any email recipient(s).The client's contacts enabled for electronic invoices are shown ...

SummaryCCH ProSystem has a payment import utility for an additional cost from CCH (not Aiwyn). If you subscribe to this tool, Aiwyn can help you build out to import template in CCH ProSystem.Includ...

The following items must be completed as part of your Integration with Aiwyn: Enable Update Cadence Enable Full Refresh Enable Change Tracking Enable Update CadenceEnable and Set 4-HR Update Cadenc...

SummaryWhen a visitor to your client portal creates a user account, their client entity is associated to that user. Then when they log into the client portal with their user information, invoices, ...

CCH ProSystem allows you to rename the staff roles seen throughout your PM system. Because of this, and because Aiwyn must map our system's "Partner" and "Manager", it is recommended to review your...

Summary Star practice management system desktop version has a built in tool, "cash receipts import", which allows you to import your daily Aiwyn invoice payment file and speed up the allocation pro...

SummaryAll payments allocated to invoices in Star reflect accordingly in Aiwyn. When a payment made towards an invoice fails or is refunded, whether it was made through aiwyn or not, must then be u...

Aiwyn can accept AP automation payments from bill.com, avidxchange, other similar providers.The AP automation representative just pays the bill using the payment without an invoice functionality in...