[Account Owner] Create a Test Client

One of the very best ways we've found to become comfortable with AdvicePay and understand how our different features work is to set up a test client account. With this test client you can experiment with the invite process and requesting payment, try out  our different email options, as well as log in from the client portal and go through the steps of paying an invoice to yourself. 

(Once your test client has made a payment, you can then track it on your advisor-side  Transfers page and see how payouts work!)

To begin, click the Accounts > Clients tab in your sidebar and select Add Client.

Please note that if your firm has disabled advisor ability to create clients, only the Account Owner and their Firm Admins can add a client.

Things to check out during testing:

📍Ready to remove your test client(s)?  Delete them from your account.

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