AdvicePay Financial Advisor Community Blog

June 2019 Release Notes

July 01, 2019 By Erika Madden | Happiness Hero
Erika Madden | Happiness Hero

 

At AdvicePay, we're all about helping you achieve success. So, that's why in June we knocked out one of our most often requested feature adds: clients can now make payments without having to login (insert happy dance here.) Our dev team also knocked out a TON of other features and bug fixes that are sure to streamline your workflows. Check it all out below. 



What we’re most excited about:

Pay one time and subscription invoices without logging in 

Your clients no longer have to login to make payments -- they can just simply enter in their billing information, pay, and get on with their day. It's as easy as 1, 2, 3. (Really, it is!)

one time invoices

For speedier payments, clients can now pay both one-time and subscription invoices without setting up an AdvicePay account or logging in to their existing account!

We want every step to be a cinch for your clients, so even if you attach an eSignature document to an invoice, clients who want to pay without logging in can still do so. They will be guided through the signing process first, and can then proceed to payment when all required signatures are collected!

Catch up on how payments work here.


Other Features & Bug Fixes

  • Fee Calculator beta
  • Bulk import clients 
  • Export advisor details
  • Additional invoice details -- for things like address/phone number/etc.
  • Optional invoice display name -- overrides Advisor first/last name
  • Ameritas Single Sign On
  • Allow Analyst users under Enterprise Read-Only advisors
  • Email “From” name nicety -- shows Advisor’s Firm Name if recipient is Client, otherwise shows “AdvicePay”
  • Restructure of Super Admin + Enterprise billing management
  • Fix so users can update their account and continue receiving payouts 
  • Fix for “click to copy” in browser warning if user is on Edge browser
  • Quantity is now available on Firm Settings > Billing so users can see historical count for each invoice
  • Fixes to Super Admin - using “Managing Advisor” + “Account Owner” language
  • Contract download is blocked with nice info message until it has been opened by a signer 

What to look forward to:

  • Signing order for eSignatures
  • Fee Calculator launch
  • Optional secondary Client/Advisor ID
  • Onboarding overhaul (includes a fresh new look!)

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 idea submission page on our website anytime to share your thoughts with our team! 


Made with love in Montana

AdvicePay---Montana


 

Posted by 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.

Topics: Release Notes