Paige Taylor

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  • How to re-charge a card

    In AffiniPay, you can re-charge a card from a previous transaction for up to six months after the original transaction date. To do so, follow the below steps: In the AffiniPay portal, select Trans...

  • How to close your account

    Whether you want to temporarily suspend your account or close it completely, our account managers can help.To get in touch with an account manager, please call (855) 656-4685.

  • How to add a payment link to QuickBooks invoices

    You can include your AffiniPay payment page link on all of your QuickBooks invoices so your clients can pay in one easy click.Step 1: In AffiniPay, copy the link to your payment page. In the Affin...

  • How to edit an existing Scheduled Payment

    Once you have created a scheduled payment profile in AffiniPay you can edit the details of the profile at any time.   You can update the card number, frequency of payments, dollar amount of each o...

  • How to add a payment link to Jotform

    Jotform is a simple way to build online forms. You can add your payment link directly to the form itself to remind clients to make a payment. You can also redirect users to your AffiniPay payment p...

  • How to update your federal tax ID

    If you would like to update your federal tax ID number or EIN (employer identification number) please contact our office at (855) 656-4685. 

  • Why transactions are declined

    A  card_declined failure code typically indicates that the customer’s bank has refused the transaction request. The most common reasons for declines are:  Card Declined Limit Exceeded Insufficien...

  • What to do if you receive a chargeback notice

    Please contact us as soon as you receive a chargeback notice, as time is of the essence. AffiniPay will also attempt to notify you via email and phone in order to expedite the process. Your client...

  • Wild Apricot payments reconciliation

    AffiniPay created a specific reconciliation guide for our Wild Apricot Payments users in order to simplify your reconciliation. This guide shows our different reporting capabilities as well as best...

  • How to prepare for a board meeting or auditor

    It is important to be prepared for your board meetings and auditors. The AffiniPay reports are accessible anytime and can be exported to Excel or QuickBooks Online. The transactions report will sho...