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Help Center
Firm Portal
Firm Portal
Collections
Clients
Payments
Client Portal
Account Creation
Payment Methods
Invoices
Firm Portal
Help articles for the Firm. If you are a client of a firm, please access the Client Portal category.
Collections
How Do I Modify My Collection Statements Settings?
What Controls the Invoice Due Date Reflected to the Client?
Clients
How Do I Make a Payment for a Client?
What Support Does Anduin Provide My Clients?
How Do I Link Client Accounts on Their Behalf?
How Do I Save a Payment Method to a Client's Account?
How Do I Skip or Modify a Scheduled Recurring Payment?
How Do I Set Up a Recurring Payment for a Client?
How Do I Modify or Delete a Recurring Payment?
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Payments
Why Can’t I Process a Refund?
Why Is My Payout Longer Than Expected to Arrive After the Payment Was Made?
How Do I Export Payment History in Anduin?
Why Is My Client’s Payment Method Not Working?
How Do I Refund a Payment?
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