How to Create a Test Client

One of the 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, request payments, see our emails to clients, log in from the client portal, and go through the steps of paying an invoice to yourself. 

If you decide to process a payment, once your test client has made that payment, you can then track it on your advisor-side Transfers page and see how payouts show.

Create a Test Client

To begin creating a test client:

• Click the Accounts> Client tab in the left sidebar and
• Click the Add Client button top right. 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 the blue Add Client button at the bottom.

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 billing Subscription
• Edit a client's name
• Cancel an unpaid invoice or active subscription
• Check out our full client-facing help desk articles

Please note that all emails sent through AdvicePay come from info@app.advicepay.com. Please ensure you and your clients add this to the safe sender list in your email provider or contacts to ensure everyone receives all emails to their main inbox.