We recently announced our new accounting software integration, via the Business Importer (B-Importer) tool. This has been our most requested feature, and we’re very excited it’s here!
Hi there! Erika here. :) I’m the Happiness Hero for AdvicePay -- which means that I’m here for any and all questions about the AdvicePay system. Consider me your personal consultant on how to get most out of our amazing tool!
Thanks to some smart questions from our users, I’ve gathered a number of tips and reminders (I call them “HAPPINESS HINTS”) that can make using AdvicePay a breeze.
Topics: User Experience
AdvicePay Lets You Charge on a Subscription Basis
One of the major advantages of AdvicePay is its subscription payment functionality. In fact, AdvicePay was created, designed, and built specifically to provide financial planners with a compliant billing option when utilizing the fee-for-service model.