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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What we’re most excited about
Now view a "paper trail" of key actions performed in AdvicePay by users connected to your account.
Turn On/Off Select Client + Advisor Email Notifications
Customize the emails both you and your clients receive by turning off select notifications.
Custom Unpaid Invoice Reminder Interval Settings
Customize when your clients receive their upcoming or overdue invoice reminders.
Add Custom Messages to Client Emails
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.