Getting Started
How to get up and running with clients and invoicing!
- Invoice Settings: Logos, Custom Disclosures, Billing in Advance or Arrears, and More!
- Firm-Wide Email Settings
- How to Invite Advisors
- Create a Test Client!
- Bulk Importing Clients
- Get Your Clients Started on AdvicePay + Issuing Invoices
- How Subscription (Recurring) Payments Work
- What emails should I have AdvicePay send to new clients?
- Business Dashboard: Data & Recent Activity
- Understanding Your Subscriptions Page
- Get Started with eSignatures: Enabling/Disabling and Creating Templates (HelloSign)
- Using the Fee Calculator
- How Clients Can Pay Without an Account/Logging In
- Can I bill couples or add a second user to a client's account?
- Can I bill a business instead of an individual?
- How to contact us (and why we don't offer phone support)
- Best Practices: How to Bill AUM Fees on AdvicePay
- How to Disable Advisor Ability to Edit Clients