Learn how to create and manage client profiles in AffiniPay, including handling duplicate emails and permanent profile records.

Client Management

Learn how to create itemized invoices, add line entries, and track payment statuses within AffiniPay.

Invoices Overview

This article provides an overview of the AffiniPay Card Vault, detailing how to securely store, request, and charge customer payment methods while maintaining PCI compliance.

Card Vault Overview

Learn how to quickly access, save, and print your unique AffiniPay QR code to offer clients a secure, mobile-optimized payment experience.

How to View Your QR Code

Learn how to integrate your AffiniPay payment link into QuickBooks Online invoice templates to facilitate faster, one-click client payments.

Adding Payment Links to QuickBooks Online Invoices

Learn how to use the AffiniPay mobile app to process on-the-go payments, manage transaction history, and connect Bluetooth card readers for secure client billing.

How to run mobile payments

Learn how to customize your AffiniPay payment page by editing titles, descriptions, contact information, and reference fields to better fit your firm's branding.

How to Edit Your Payment Page

Understand the legal requirements and card brand regulations for implementing credit card surcharges to offset processing costs.

Surcharge Basics

Learn how to re-charge a credit card from a previous transaction within six months of the original payment date.

How to Re-Charge a Card

Identify the most common reasons for declined transactions and learn the specific steps you and your clients can take to resolve them.

Why Transactions Are Declined

Drive website traffic and simplify client billing by adding a professional payment button or hyperlinking text directly to your secure AffiniPay page.

Adding a Payment Button to Your Website

Learn how to generate, export, and organize AffiniPay reports to ensure your firm is fully prepared for board meetings and financial audits.

Preparing for Board Meetings or Auditors

Enhance your firm's branding by uploading or updating your business logo on your AffiniPay payment pages.

How to Upload Your Business Logo

Understand credit card processing timelines, from daily transaction capture to when funds typically appear in your checking account.

Credit Card Processing Times

Learn how to customize the URL path for your AffiniPay payment pages to create shorter, branded links for your clients.

How to Change Your Payment Page URL

Learn how to manually process credit card payments using AffiniPay’s secure payment pages and built-in modal interface.

How to Run a Charge

Learn how to issue full or partial refunds in AffiniPay within 180 days of the original transaction date.

How to Process a Refund

Learn how to locate, copy, and share your AffiniPay payment page link for use in emails, invoices, or websites.

How to copy your payment link

Understand the key differences between voiding and refunding transactions in AffiniPay, including eligibility windows and fee implications.

Difference between voids and refunds

Learn how to create, send, and manage Quick Bills to streamline your billing process and receive client payments faster.

Quick Bill Overview

Protect your business from disputes by adding credit card authorization forms for one-time or recurring payments to your client agreements.

How to add credit card language to your client agreements

Learn how to set up and maintain your AffiniPay card reader for secure, PCI-compliant chip and contactless payments.

How to Use the AffiniPay Card Reader

Payments

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