We're here to help!

• [Account Owner] How to Cancel or Void an eSignature Document (DocuSign)
• [Account Owner] Refunding Clients
• [Account Owner] Online/Mobile Check Deposit
• [Account Owner] Firm Settings: Logos, Invoices, Disclosures, Payment Periods, and More!
• [Account Owner] Finding Your ACH Account or Routing Number
• [Account Owner] Adding Administrative Users to Your Account
• [Account Owner] Get Started with eSignatures: Enabling/Disabling Creating Templates and Permissions (DocuSign)
• [Account Owner] Adding Rep (or Advisor/Split) Codes
• [Account Owner] Transaction Report
• [Account Owner] See Some Example AdvicePay Emails to Clients!

Browse all articles

• [Advisors] Get Your Clients Started on AdvicePay + Issuing Invoices
• [Advisors] Adding Administrative Users to Your Account
• [Advisors] How Subscription (Recurring) Payments Work
• [Advisors] See Some Example AdvicePay Emails to Clients!
• [Advisors] How Clients Make Payments and Activate Subscriptions
• [Advisors] Online Check Deposit
• [Advisors] Managing Emails Your Clients Receive
• [Advisors] How to Edit a One-Time Invoice or Subscription
• [Advisors] Account Settings: Logos, Payment Methods, Additional Info, Custom Disclosures, and List of Services
• [Advisor] Submitting Deliverable Evidence

Browse all articles

• [Read Only] See Some Example AdvicePay Emails to Clients!
• [Read Only] How Clients Make Payments and Activate Subscriptions
• [Read Only] How to Contact AdvicePay for Support!
• [Read Only] My client is "Unregistered" or has "Inactive" invoices -- what does this mean?
• [Read Only] How Clients Can Pay Without an Account/Logging In
• [Read Only] How does AdvicePay keep client information secure?
• [Read Only] Help! Why can't I make any edits or manage clients' billing?
• [Read Only] Business Dashboard: Data & Recent Activity
• [Read Only] How to Access All AdvicePay Accounts Under One Login
• [Read Only] How to Update Your Name or Email

Browse all articles