Create a Test Client
Please note that if your firm has disabled advisor ability to create clients, only the Account Owner, Full Access Advisors, and Admins can add a client.
Important: All payments made within AdvicePay will not be deletable. Keep this in mind should you choose to process a test payment.
One of the very best ways we've found to become comfortable with AdvicePay and understand how our different features work is to set up a test client account!
With this test client, you can experiment with the invite process and requesting payment, see our emails to clients, as well as login from the client portal, and go through the steps of paying an invoice to yourself.
(Once your test client has made a payment, you can then track it on your advisor-side Transfers page and see how payouts work!)
Create a Test Client
To begin creating a test client:
- click the Accounts> Client tab in the left sidebar and
- select Add Client. Add the test client information as you would a regular client.
- First name , Last name, Email, and assign them an Advisor.
- Utilize any other areas you prefer.
- Once complete, click Add Client.
You're now on your way to test sending invoices, subscriptions and documents with a new client!
Things to check out during testing:
- Requesting a one-time payment vs. a recurring payment
- Requesting a one-time and recurring payment together
- Email notifications are sent to clients for upcoming and past-due invoices
- Making a payment as a client
- Debit notification emails are sent to clients on an active subscription
- Editing a client's name
- Canceling an unpaid invoice or active subscription
- Our client-side help desk articles
Ready to remove your test client(s)? This article is helpful for deleting them from your account.