Apply credits to invoices
To initiate the setup that enables credits to be applied to invoices within your firm’s Aiwyn system, please complete this form with the required information.
What is your name?
What is your email?
Are you authorized to make account level changes?
Yes
No
How credit application works in the Aiwyn Client Portal
Credits are only shown at the point of invoice payment.
If a credit balance exists, it will automatically be applied to reduce the amount due.
Clients do have a choice in whether to apply the credit — but it is applied by default during the payment flow.
The adjusted total is shown in real-time.
If the credit fully covers the invoice, no further payment input is needed.
To get started:
Which types of balances should be made available for invoice payment?
Select all that apply:
Explicit Credit Memos
Unallocated Retainers
Overpayments
Other
List and describe all credit types your firm wants Aiwyn to ingest and display.
Provide a test client record with sample credits for each credit type.
This should include varying amounts and clear distinctions (e.g., Credit A = $1, Credit B = $2, etc.).
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