General FAQ
Some popular questions and topics about how things work around here!
- Can I edit a client's account information for them?
- Can I add another email to my account?
- Refunding Clients
- Deleting a client
- Assigning a Client ID
- Can you turn off my client's email notifications?
- I can't send an Invite to a client's email address!
- My client forgot their password!
- What are the fees on AdvicePay?
- Is there an additional fee if a client pays by credit card?
- What is the minimum amount I can charge?