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Integrations

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
:
  1. Go to
    Settings
    .
    note
    Only system administrators can access this section.
  2. Select
    Vouchers & Invoices
    .
  3. Switch
    Invoices
     to
    on
    .
  4. Select
    Aiwyn
     under
    Invoice Payment Processing
    .
  5. Enter your
    Firm Portal URL
    .
  6. Select
    Confirm
    .
Edit or turn off integration
:
  1. Go to
    Settings
    .
    note
    Only system administrators can access this section.
  2. Select
    Vouchers & Invoices
    .
  3. Select the
    gear
     icon next to the
    Aiwyn
     option.
  4. 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.
  1. Go to the
    Invoices
     tab.
  2. Enter an
    Invoice Amount
     (required).
  3. Select whether or not to
    send an invoice with this return
    .
  4. Select whether or not to
    Require taxpayer to pay invoice prior to reviewing the tax return
     (not yet available).
  5. 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.
  1. Go to the
    Review
     section.
  2. Review the Invoice.
  3. Select
    Pay Now
     to be directed to the Aiwyn site to pay OR
  4. Select
    Pay Later & Continue
     to review and pay the invoice later.

This article applies to:

  • Product: safesend
  • Subject: Integration
  • Audiences: Staff

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