- All New Business Dashboard
- Invite Clients & Request Payments in One Step
- Client & Advisor IDs
- Invoices Display as Past Due
- Easily Update Admin Permissions
Topics: Release Notes
May Release Notes Summary:
- $10/Month Basic AdvicePay Account
- Ability to sign up directly for Basic, Professional, or Enterprise
- Read-only Advisor on Enterprise
- Can send/resend Invite email to Unregistered clients
- Subscription descriptions now visible
- ...
Topics: Release Notes
APRIL RELEASE NOTES SUMMARY:
- Emails to clients include the advisor email address
- Add Additional Admin Users on Professional and Enterprise
- Cancel Unpaid/Inactive Invoices Without Notifying Clients
- Enterprise Firm Managers Can Delete Advisors
- Sorted Data...
Topics: Release Notes
