AdvicePay Financial Advisor Community Blog

Erika Madden | Happiness Hero

Erika Madden | Happiness Hero
Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Recent Posts

September 2020 Release Notes

October 02, 2020 By: Erika Madden | Happiness Hero

In addition to several bug fixes, this past month we expanded the abilities of our existing advance/arrears date range setting. We also added a security pin feature for signing documents and have been preparing for a few exciting releases in October...

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Topics: Release Notes

August 2020 Release Notes

September 09, 2020 By: Erika Madden | Happiness Hero

This past development cycle, we continued to make improvements to our native eSignature integration, improved our ADA accessibility, removed our invoice download limit, and crossed off some other updates and bug fixes on our list. 

Check out our...

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Topics: Release Notes

July 2020 Release Notes

August 06, 2020 By: Erika Madden | Happiness Hero

Sometimes it is the little things that make a big difference -- like expanding our "Mark as Paid Feature." However, there's no doubt that the big things also make a big difference. In addition to bug fixes and product updates, we also released a...

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Topics: Release Notes

June 2020 Release Notes

July 06, 2020 By: Erika Madden | Happiness Hero

Last month, we spent a lot of time making updates to our eSignature functionality. You will also be excited to learn that we pushed a bunch of bug fixes and other product updates live.

Check out our release notes below to get the scoop on everything...

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Topics: Release Notes

May 2020 Release Notes

June 04, 2020 By: Erika Madden | Happiness Hero

From eSignature updates to digital wallet payments, our team has been working full steam ahead to deliver some amazing updates to AdvicePay.

Check out our release notes below to get an overview of everything new and a sneak peek at what is just around...

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Topics: Release Notes

April 2020 Release Notes

May 11, 2020 By: Erika Madden | Happiness Hero

April showered AdvicePay with bug fixes, eSignature upgrades, and an exciting new enterprise feature -- Offices. Check out our release notes below to get all the details. 

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Topics: Release Notes

March 2020 Release Notes

April 08, 2020 By: Erika Madden | Happiness Hero

Before we jump in to cover everything new in AdvicePay, we want to be sure to take a moment to acknowledge the COVID-19 situation. The AdvicePay team is able to work remotely during this time, which allows us to prioritize our health and safety while...

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Topics: Release Notes

February 2020 Release Notes

March 12, 2020 By: Erika Madden | Happiness Hero

We started our spring cleaning early this year! This past month we focused our efforts on squashing bugs and adding some often requested features to our eSignature integration.

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Topics: Release Notes

January 2020 Release Notes

February 06, 2020 By: Erika Madden | Happiness Hero

In celebration of the new year, we checked off some resolutions that are sure to increase your efficiency -- like adding custom disclosure language to emails. Check out our release notes below to get an overview of everything that is new in AdvicePay.

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Topics: Release Notes

How to be AdvicePay Happy: How Your Clients Update their Payment Method & Resolve Failed Payments

January 23, 2020 By: Erika Madden | Happiness Hero

One thing we are big believers in here at AdvicePay is efficiency. When automation of billing-related tasks isn’t possible, we still want processes to be accomplished quickly and simply -- without any unnecessary steps or undo hassle on your part!With...

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Topics: User Experience