Implementation
- How do I migrate stored payment methods to Aiwyn?
- Accepted payment methods
- Payments & Collections Implementation Overview
- User Testing
- Changes to the Invoice Template in your Practice Management System
- Aiwyn invoice emails
- Aiwyn invoice emails using the mail rule
- Exclude credit card surcharge based on state
- Multiple Business Entities
- Taking payments in multiple currencies
- Accepting Canadian Payments through Aiwyn
- Payouts from Stripe
- CCH ProSystem - Payment import template
- Using the Star cash receipts import tool for Aiwyn invoice payments
- Star: How to undo payment allocation for failed or refunded payments to invoices
- Setting up the Star Receipts Batch Import tool
- PracticeEngine - Payment Import Template
- PracticePro365 - import and allocation process
- QuickBooks Online - Payment file import template
- Transaction sweeping