AdvicePay Financial Advisor Community Blog

November 2020 Release Notes

December 02, 2020 By Erika Madden
Erika Madden

This past month, we worked on a bunch of great updates for you: from minor bug fixes to adding the ability to preview invoices as a PDF before publishing. We also have a sneak peek at a few new exciting features and integrations that are just around the corner!

Check out the latest updates in AdvicePay below. 


What we’re most excited about 🎉

Preview an Invoice as a PDF before publishing

Now, when setting up a new one-time invoice or subscription, you can preview the first invoice as a PDF -- allowing you to review and be extra confident that there are no errors before publishing and sending it out to your client. Many of our users were eager to see a “preview” ability when requesting payments, and we’re thrilled that this feature is finally here!

To try it out, just look for the link titled Preview Invoice at the last step of requesting a payment. When clicked it will take you to a PDF of your invoice. (Note that the Status will read “Unpaid (PREVIEW)” to indicate that it has not yet been created.)

preview-invoices

 

Other Features & Bug Fixes

  • Added eSign differentiation in super admin 
  • Added Offices information in super admin
  • Added View settings in super admin
  • Added Client/advisor link in super admin
  • Added Admin differentiation in super admin
  • SSO/Data drive implementation for Enterprise firm
  • Update check capture error handling
  • Rename main branch
  • Upgrade Stripe API version to latest
  • Clean up legacy HelloSign flow
  • Backfill signers with missing signer titles
  • Change how eSign works for self-pay advisors
  • DocuSign beta testing prep for Pro users
  • Add message re: deleting advisor accounts during cancelation flow
  • Update offline sub upcoming invoice message
  • Sentry error on transfer to account email template
  • Custom coupon code generation for new firm
  • Fix for paused subscription adding days on non-30 day months
  • Fix for stuck status on failed HelloSign request
  • Fix for payment request failure with added and removed template
  • Fix for MIME type issue for CSVs uploaded from Windows
  • Fix for overdue invoice for offline sub

What to Look Forward to:

  • Deliverables
  • Salesforce integration

Before you go

Have a feature you'd like to see?

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

 

Interested in participating as a beta tester for our DocuSign Professional or Salesforce integrations?

 Let us know by sending us an email here with the subject line "Beta Testing." 

 

Upcoming events

Bring your questions and join us for our webinar, "Attract. Convert. Retain: A Practical Plan for Growing Your Pipeline and Converting Leads into Fee-For-Service Clients," on December 10th at 11:00 AM MT.

REGISTER NOW


Made with love in Montana

AdvicePay---Montana


 

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