Ahhh, February -- the month of love! This month, our team gave some love to our eSignature features (lots of new stuff there), AdvicePay’s shiny new integration abilities with Quickbooks and other accounting software (boom), and Client Email Control settings -- to name a few.
Topics: Release Notes
It's a cold start to Feburrrrrary! We hope you're keeping warm where you are!
Topics: Release Notes
In December, we launched some pretty serious email upgrades that we're excited to share, and also knocked out a fat stocking's worth of other upgrades and fixes. These small, sweet changes are sure to get your new year started right without compromising your diet resolution. Win-win!
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Lots of new email features
Topics: Release Notes
In November, we delivered on one of our most often requested feature adds: eSignature integration! Yep, we did it. All of that, and a bit more.
(We're not folks to brag, but our developers are pretty much rock stars.)
The rest of the team has been pitching in, too, getting the word out, answering your questions, and planning for what's next. Take a look!
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You asked for it. We've got it. Now, here's what you can do with it in AdvicePay.
Customize your description of services to create payment requests quickly.
Topics: Release Notes
It's been a busy month at AdvicePay! Perhaps fueled by the early and ongoing purchase of Halloween candy, our team has been working like crazy to bring you enhanced features and customization tools. We're happy to share that many of these have been completed in response to your feedback! Thank you for helping to make AdvicePay better.
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Now view a "paper trail" of key actions performed in AdvicePay by users connected to your account.
Customize the emails both you and your clients receive by turning off select notifications.
Customize when your clients receive their upcoming or overdue invoice reminders.
Say it your way with this new customization feature.
Access a real-time, chronological log of relevant system emails sent to clients, users on your account, and yourself.
Topics: Release Notes
Topics: Release Notes
All New Business Dashboard
Topics: Release Notes
