Now Available in AdvicePay
More options for Billing & Payment custom settings
Our only business is serving financial advisors and their clients, so -- unlike other billing and payment systems out there -- we're able to design AdvicePay around the unique needs of financial planning businesses.
We've received some great feedback from our users about the ways you'd like to be able to customize due dates, simplify workflows, and more. Here are the latest improvements!
Thanks again for using AdvicePay!
Mary
on behalf of the AdvicePay Team
unique due dates for one-time fees & subscriptions
Create a subscription with a custom frequency, and send a one-time invoice at the same time with the option of a different due date. Use this feature for proration, or when setting up an initial client with one-time kick-off fees.
A ONE-STEP AGREEMENT + INVOICE WORKFLOW
With eSignature in AdvicePay, now you can send agreements for signing with your initial invoice, all at once for easy client start up. How eSignature works with a Professional subscription >>
Custom PAYMENT DETAILSChoose if you'd like to charge via credit card or ACH. Customize your own Description of Services.
Questions on these features? View the full HelpDesk article.
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Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.