AdvicePay Help Desk
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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 Invoices Page
  • 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

Categories

  • My Account
  • Getting Started
  • Emails & Notifications
  • Invoices
  • Get Paid
  • Subscriptions
  • Payouts/Transfers
  • Fee Calculator
  • eSignatures - HelloSign
  • Client Experience
  • General FAQ
  • Security and Compliance
  • Integrations
  • Best Practice Tips
  • Developer Resources
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