Alex Kenis
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Alex Kenis created an article,
Chapter 1: Jobs View
When you click on the jobs tab in the Aiwyn Firm Portal, you are presented with a screen that shows you all jobs for all clients at the firm. Creating a Bill from a Selection of Jobs Editing ...
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Alex Kenis created an article,
Chapter 3: Billing Roles and User Permissions
Aiwyn Billing is built with powerful customization features that allow a firm to create bills with varying billing workflows. Two features of this customization are the Billing Roles and User Permi...
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Alex Kenis created an article,
Chapter 4: Configuration Values
When you work with implementation to setup Aiwyn Billing, there are various configurations we can set for you to support your billing operations: Configuration Explanation Default Staff Send...
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Alex Kenis created an article,
Chapter 2: Draft Bills View
The Draft Bills view in the Aiwyn Firm Portal gives you a birds-eye view of all draft bills created. Please watch this video tour of you can use this view to monitor the billing operations of you a...
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Alex Kenis created an article,
Transaction sweeping
This article outlines all details around the daily transaction sweep process in which Aiwyn will sweep owed merchant fees from each transaction type (Credit, Debit/Prepaid, and ACH) on a daily basi...
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Alex Kenis created an article,
Setting up the Star Receipts Batch Import tool
Description: This article elaborates on the function of and process for setting up the Star Receipts Batch Import Tool. Contents: Benefits of the tool Process for setting up tool Benefits of an...
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Alex Kenis created an article,
Payouts from Stripe
SummaryAiwyn uses Stripe to process the payments clients make through Aiwyn to your firm. Aiwyn uses Maxio to invoice your firm each month for your software and related fees in accordance with your...
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Alex Kenis created an article,
Permissions options
SummaryTo account for the large number of billing configurations that any given firm, or even offices of a given firm, might encounter, Aiwyn has built advanced permissions logic into the Billing M...
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Alex Kenis created an article,
What is Aiwyn Billing?
The Aiwyn Billing Module is used to draft bills more efficiently by consolidating relevant information and data into a single view, in order to provide a faster, more streamlined workflow. Include...