[Advisors] Create a Test Client

Depending on the settings your Enterprise firm has established, please note that you may not see the ability to add a client or send an invoice/subscription in your account! If this is the case, we recommend reaching out to your Home Office for more detail and options.

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. 

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

Things to check out during testing:

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

Still have questions and need a little help figuring out how to use AdvicePay for your specific needs? We're eager to help! Shoot our Happiness Team a direct email via the Contact link on this page.

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