Paige Taylor

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  • Surcharge Basics

    Surcharging is the practice of charging an additional percentage fee to credit card transactions in order to offset payment processing costs. As of March 2024, most U.S. states allow merchants to s...

  • 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...

  • 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...

  • 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...

  • How to find your monthly statement online

    You can retrieve your monthly statements directly in AffiniPay. Monthly statement summary reports are generally made available before the 5th of every month for the month prior. These statements ar...

  • 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 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...

  • 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...