AdvicePay Financial Advisor Blog

New Feature Release: Payment Request Screen

January 10, 2019 By: Mary Moore
Mary Moore

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-Signature

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.

New Feature Blog - Payment Screen 1

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 >>

New Feature Blog - Payment Screen 2

Custom PAYMENT DETAILS

Choose if you'd like to charge via credit card or ACH. Customize your own Description of Services.

New Feature Blog - Payment Screen 3

Questions on these features? View the full HelpDesk article.


idea-pageDo you have an idea for AdvicePay?

We'd love to hear from you! Visit our new idea submission page on our (fancier!) website anytime to share your thoughts with our team!

Topics: Feature Releases