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Firm Portal
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    • Collections
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  • Client Portal
    • Account Creation
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      1. Help Center
      2. 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?
      See more

      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?
      See more
      • Visit our website!
      • Contact Support