This month, we have been heads down adding polish to our platform and preparing for a few exciting releases in November. Take a look at what's new in AdvicePay, and get a sneak peek at what is just around the corner.
Fee Escalation
Effortlessly increase your client's subscription fee each year by adding an automatic fee escalation! A scheduled escalation can be added to new subscriptions as well as ongoing subscriptions, and will increase the client's payment amount annually as long as the subscription remains active.
Here's how to begin taking advantage of this feature or read our interview on successfully implementing fee increases.
Two-Factor Authentication
We now offer an optional security setting that, if enabled, will prompt you to enter a code sent to your mobile phone each time you log in to your account. This code will help to ensure your information remains safe and secure!
All users (including clients) can enable the code by visiting Your Profile > Two-Step Authentication and clicking Enable:
Read our help desk article for more guidance!
Ability to set Paid Date for (or Delete) Marked as Paid Invoices
Some clients still prefer to pay by check, so we made a few happy enhancements to the “marking as paid” feature to make it more functional!
Now not only can you set a specific Paid Date for a one-time invoice (and yes, you can even back date this, too!), you can also delete the invoice entirely if you made a mistake or were just testing the system.
Get up to speed with our full tutorial
Other Features & Bug Fixes
New to AdvicePay? Let us give you a tour of the unique features of the platform and answer any questions you might have about how AdvicePay can work for you.