How-to-guides
Aiwyn Payments How To Guides
- Stop, cancel, or refund a payment
- Give staff access to tax payments
- View a client's tax payments
- Set up a client so their tax payments appear in Aiwyn
- Find a tax payment that is missing or out of date in Aiwyn
- Open Remitian from Aiwyn
- Help a client who cannot pay a tax payment
- Create, Use, and Manage Quick Payment Links
- How do I migrate stored payment methods to Aiwyn?
- Manage AutoPay eligibility by business entity
- View tax payments across all clients
- Record credit adjustments, debit memos, and write-offs
- Clear an invoice that still shows Overdue after the client paid
- Record and allocate payments
- Troubleshoot a failed client email