Getting Started
How to get up and running with clients and invoicing!
- Invoice Settings: Logos, Custom Disclosures, Billing in Advance or Arrears, and More!
- Business Dashboard: Data & Recent Activity
- Create a Test Client!
- How to Invite Advisors
- Get Your Clients Started on AdvicePay + Issuing Invoices
- Firm-Wide Email Settings
- Understanding Your Invoices Page
- How Subscription (Recurring) Payments Work
- How Clients Can Pay Without an Account/Logging In
- What emails should I have AdvicePay send to new clients?
- How Emails Work with eSign Contracts: Invoices and Signing Order
- Using the Fee Calculator
- Get Started with eSignatures
- Can I bill couples or add a second user to a client's account?
- Can I bill a business instead of an individual?
- Bulk Importing Clients
- Do you offer phone support?