Welcome to Aiwyn’s monthly platform update!
This is another installment of our new series of monthly Aiwyn platform updates. Each note will spotlight newly launched capabilities that are designed to help your firm accelerate cash flow, streamline operations, and elevate the client experience across the entire Aiwyn platform.
Firm staff can resend invoice emails directly from the Firm Portal if the invoice email was previously sent through the firms practice management system. With the resend the firm staff have the ability to edit recipients on the fly.
Why this matters
This reduces back-and-forth with clients and gives staff more control over invoice delivery in real time. Learn more
Clients can now preview and download a paid invoice PDFs for invoices that were previously sent through the firms practice management system. Those invoices are viewable in the client portal.
Why this matters
This provides clients with self-service access to their past invoices and associated payment history in one place, reducing support requests to your team. Learn more
Clients will now see two helpful messages when paying by ACH bank transfer in the Client Portal:
Why this matters
These messages help improve payment success rates and reduce failed ACH transactions due to blocked or invalid accounts.
If your firm bills clients in more than one currency, clients can now pay invoices in the same currencies you bill in. This enhancement supports firms that operate internationally and need to collect payments in region-specific currencies.
Why this matters
As your firm expands across borders, this update provides more flexibility to collect payments in local currencies. It aligns with your international billing operations and helps reduce conversion friction for your clients.
Clients can now apply eligible credits to outstanding invoices from within the Client Portal.
Why this matters
This streamlines the payment process for clients and enables firms to apply available credits more efficiently. Enroll now to activate this beta feature for your firm.