AdvicePay Financial Advisor Community Blog

January 2019 Release Notes

February 04, 2019 By Erika Madden
Erika Madden

It's a cold start to Feburrrrrary! We hope you're keeping warm where you are!

Things are nice and toasty at the AdvicePay office because we are ON FIRE with some recent system enhancements and upgrades. Check out our release notes below to share the warmth!

Sent with love from balmy Montana...

What We’re Most Excited About

  • New Invoice & Subscription screens
  • New Request Payment screens -- Plus, unique due dates for upfront fees & subscriptions!
  • Update Invite Client process

Other Features & Bug Fixes

  • Now accepting American Express: Clients now have the option to pay with AMEX when paying with a credit card, plus there’s no extra transaction fees involved. Yahoo!
  • Copy change on the client reply section on emails: Now displays, “Reply to this email to contact [Firm Name].”
  • Copy change on the "You have a new payment" email: Edited to, "You have a new invoice."
  • Fixed AdvicePay logo display in emails: It looks better!
  • Fixed issues with email validation failing on valid emails: It works better!
  • Fixed End Date display: Was a sometimes a day off -- not anymore!
  • Re-architect our scheduled tasks (nightly emails, etc.) to allow for scaling to multiple servers: Inside stuff that helps us all.

New Invoice & Subscription Screens

Screen Shot 2019-01-22 at 3.36.08 PM

We've split out our get paid screen into two separate views to help you do more. Now, you can enjoy simplified tables, an updated look, and individual screens for each invoice and subscription.  


  • Send reminders for unpaid invoices and subscriptions

  • View the payout status on a payment

  • View payments associated with a subscription

  • View the contract associated with an invoice or subscription

  • View the first invoice on an unpaid subscription

Blog post:

New Request Payment Screens (plus unique due dates for upfront fees & subscriptions!)

Screen Shot 2019-02-04 at 10.31.18 AM

We received some great thoughts from our users about the ways you'd like to be able to simplify workflows (and more!) during the payment process. As part of the changes we made to streamline this -- and do a bit of fun “freshening up” along the way -- we also wanted to make sure we implemented one of your most requested features: having the ability to set an upfront fee with a different due date than a subscription when requesting them together!

Check out the blog post for full details on the full refresh:

Update Invite Client Process

Screen Shot 2019-02-04 at 10.32.01 AM

Did you know? We removed the Invite email option when adding a client so that the client set up + invoicing process is more straightforward! Now, any email to the client through AdvicePay will allow an unregistered client to set up their account and login. No muss, no fuss. :)

Need ideas for a different workflow? Check out all the options here: 


We'd Love to Hear from You!

Are there features you’d like to see on AdvicePay? We'd love to hear about them! Visit our new idea submission page on our website anytime to share your thoughts with our team!

 What's Coming Soon to AdvicePay?

  • Accounting Software Integration: Easily export AdvicePay data for use in Quickbooks & Xero!
  • Additional eSignature Features
  • Control of recurring payment receipts in Client Settings

Posted by Erika Madden

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.

Topics: Release Notes