Paige Taylor
- Total activity 85
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 30
Articles
Recent activity by Paige Taylor-
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...
-
Reporting Overview
AffiniPay has three different reports: Transaction Report, Monthly Deposit Report, and Daily Deposit Report. The transaction report will show all transaction data such as the invoice number, member...
-
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...
-
How to export the custom data YourMembership sends to AffiniPay
YourMembership sends AffiniPay custom data which is displayed on the transaction receipts. This custom data includes the YM invoice number, Member Name, Organization, and Module Name. To export t...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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,...