Aiwyn Integration for Client Invoicing

The Aiwyn integration allows firms to redirect clients to their specific Aiwyn payment page. This article outlines how to enable 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 inputting existing account details are detailed in the Enable Integration section below.

Please 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 

Enable Integration

1. Navigate to Settings in the left panel.
   • Only system administrators have access to this section.
2. Click Vouchers & Invoices.
3. Toggle the Invoices button to the right.
4. Click Aiwyn under Invoice Payment Processing.
5. Enter your Firm Portal URL.
6. Click Confirm. 

Edit or Disable Integration

1. Navigate to Settings in the left panel.
   • Only system administrators have access to this section.
2. Click Vouchers & Invoices.
3. Click the gear icon next to the Aiwyn option.
4. Click Edit to edit your Aiwyn account details OR
5. Click Disconnect to disable invoicing with Aiwyn.

Processing

Once enabled, invoices will appear in the Invoices tab during processing. The Aiwyn integration does not currently include the "Require taxpayer to pay invoice prior to reviewing their tax return" option. 

Please note:

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

1. Navigate 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. Click Replace Invoice to replace the existing invoice or upload a new one.  

Taxpayer Experience

Please note:

Using the Pay Now feature will not 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 as outlined in the Client Experience help center article. 

1. Navigate to the Review section.
2. Review the Invoice.
3. Click Pay Now to be directed to the Aiwyn site to pay OR
4. Click Pay Later & Continue to review and pay the invoice later.