Paige Taylor

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Activity overview

Latest activity by Paige Taylor
  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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,...

  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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...

  • Paige Taylor created an article,

    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...