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Aiwyn integration for client invoicing

Use Aiwyn invoicing to direct clients to your firm's payment page and manage invoice settings during return processing.

The Aiwyn integration lets firms redirect clients to their specific Aiwyn payment page.

This article outlines how to turn on the feature and settings options, as well as a preview of the client experience.

Requirements to use the integration
:

To use this integration, the firm must have an active Aiwyn account. Instructions for setting up this account or editing existing account details are detailed in the following Enable Integration
section.

note

The Client ID in SafeSend must match a corresponding Client ID in Aiwyn for the client to be directed to the correct payment page.

Settings

Turn on integration
:

Go to Settings
.

note

Only system administrators can access this section.

Select Vouchers & Invoices
.

Switch Invoices
to on
.

Select Aiwyn
under Invoice Payment Processing
.

Enter your Firm Portal URL
.

Select Confirm
.

Edit or turn off integration
:

Go to Settings
.

note

Only system administrators can access this section.

Select Vouchers & Invoices
.

Select the gear
icon next to the Aiwyn
option.

Select Edit
to edit your Aiwyn account details or Disconnect
to turn off invoicing with Aiwyn.

Processing
:

Once turned on, invoices will appear in the Invoices
tab during processing. The Aiwyn integration doesn’t currently include the “Require taxpayer to pay invoice prior to reviewing their tax return” option.

note

An Invoice Amount
must be entered during processing to give the taxpayer the option to pay.

Go to the Invoices
tab.

Enter an Invoice Amount
(required).

Select whether or not to send an invoice with this return
.

Select whether or not to Require taxpayer to pay invoice prior to reviewing the tax return
(not yet available).

Select Replace Invoice
to replace the existing invoice or upload a new one.

Taxpayer experience
:

note

Using the Pay Now
feature won’t mark the voucher as PAID because no data is fed back from Aiwyn to SafeSend. The client can still mark the voucher as PAID using the Edit/Clear Payment Details
option.

Access the return through Client Experience.

Go to the Review
section.

Review the Invoice.

Select Pay Now
to be directed to the Aiwyn site to pay OR

Select Pay Later & Continue
to review and pay the invoice later.

This article applies to:

Product: safesend
Subject: Integration
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Aiwyn integration for client invoicing

This article applies to: