Getting Started
How to get up and running with clients and invoicing!
- Create a Test Client!
- Get Your Clients Started on AdvicePay + Issuing Invoices
- Can I bill couples or add a second user to a client's account?
- Can I bill a business instead of an individual?
- How Subscription (Recurring) Payments Work
- What emails should I have AdvicePay send to new clients?
- Business Dashboard: Data & Recent Activity
- Invoice Settings: Logos, Custom Disclosures, Billing in Advance or Arrears, and More!
- Invoices: An Overview
- Get Started with eSignatures
- Do you offer phone support?