Paige Taylor
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Votes on activity by Paige Taylor-
Client Management
Quick Bills, Card Vault, and Invoices all share the same resource known as Clients. This means that clients are synced between these three features. Creating a new Client When sending a Quick Bill...
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Invoices Overview
OverviewCreating and editing an InvoiceAdding Entries on InvoicesViewing and Sending InvoicesViewing all Invoices Overview Invoicing with AffiniPay allows you to create itemized invoices and tra...
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QuickBooks Online Integration
What does it do? The QuickBooks Online integration was created to automatically upload transactions to a newly created AffiniPay Clearing account making deposit reconciliation with AfffiniPay easie...
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Supported Browsers
All features of AffiniPay are fully supported across all major browsers and operating systems. Supported browsers / platforms: Google Chrome (preferred) - Link to Download (Windows, Mac OS X, iOS,...
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Internet Explorer End of Life
Microsoft® recently announced that the Internet Explorer 11 browser (IE11) will be retiring on June 15, 2022. This means the IE11 browser will no longer be supported and will be replaced by Microso...
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Card Vault Overview
Card Vault allows you to store payment methods in a secure vault so they may be charged later. Payment Methods stored in the Card Vault do not expire for as long as the payment details remain valid...
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Account Updater Overview
Client payment data occasionally changes due to a card expiring and/or a client being issued a new card. AffiniPay’s new Account Updater feature will automatically check client payment data for a...
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How to view your QR code
With AffiniPay QR codes, your clients can complete payments entirely on their mobile device. When a client scans your unique QR code, they will be redirected to your secure, mobile-optimized paym...
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How to add a payment link to your QuickBooks Online invoices
You can include your AffiniPay payment page link on your QuickBooks Online invoices so your clients can pay in one easy click.Step 1: In AffiniPay, copy the link to your payment page. In the Affin...
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How to run mobile payments
With the AffiniPay mobile app you can take payments on the go and manage your transactions. To get started, download the AffiniPay mobile app from the iOS App Store or Google Play Store for Android...