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Screenshots of the Client Portal
Please see the attached .jpg files. The first image is the initial view after the client logs in (please note, your clients use the same url your company employee's use). The second image is the 'take payment' page. Please note these screen grabs are ...
Auto Payments
Feature Introduction Automatic Payments is a global feature of Aguardion and is available to all customers as a no-cost feature upgrade. Invoices must reference a client in order for automatic payments to be made. Auto Payments can be setup on all ...
Feature Release Notes- Auto Payments
Aguardion is happy to announce that the new automatic, recurring payments feature ('autopay') has gone live and can be utilized in the platform starting today. This widely-requested feature enables Aguardion users to add automatic payments to ...
How can a physical statement be generated for a client that shows all payments?
The best way is to use the transactions report (not the dashboard, the report). Filter by client, payment types (you will want to filter out things like pool adjustment transactions) and then the date range they were on. The result can be exported as ...
I posted a payment a day late, what do I do?
Post them in real time if you can. If it is late, the pool will still deduct the daily rate, even if the balance goes negative. Once you post the payment, the balance will be correct. Posting payments late or early isn’t nearly as big of a problem as ...