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Quickstart Guide

New to AdvicePay? Hop over here first to get set up in no time!

2 articles

My Account

Managing your account information, settings, billing info, and AdvicePay plan

23 articles

Getting Started

How to get up and running with clients and invoicing!

18 articles

Emails & Notifications

Manage notification emails sent to you and/or your clients

5 articles

Get Paid

Invoice reminders, accepted payment methods, failed payments, refunds, disputes

14 articles


All about invoices: adding a logo, editing + deleting, marking invoices as paid, etc!

10 articles


All about setting up + managing subscription (ongoing) payments

9 articles


Understanding payouts/transfers, transaction fees, etc.

6 articles

eSignatures - HelloSign

How to work with our free built-in eSignature integration, powered by HelloSign!

8 articles

eSignatures - DocuSign

Integrating + using your existing DocuSign account to obtain eSignatures in AdvicePay

5 articles

Fee Calculator

How to set up fee calculators and use them when requesting payments from clients!

2 articles


All about the reporting available in AdvicePay

7 articles

Best Practice Tips

Our favorite recommendations on how to get the most out of AdvicePay!

5 articles

General FAQ

Some popular questions and topics about how things work around here

21 articles

Security and Compliance

Our security measures + how we help you stay compliant

4 articles

Client Experience

What is the client's experience like on AdvicePay? Take a peek!

9 articles


Level up your AdvicePay experience by integrating other apps you use!

11 articles

Developer Resources

Guides and FAQ for Enterprise Plus firms who want to use SSO, work with our API, etc.

2 articles