[Account Owner] Accessing the Demo Server

Creating Your Account

Follow these steps to set up your test account on AdvicePay's Demo server.

Head over to https://demo.advicepay.com/signup.
Select the Professional plan option. Don’t worry - you will have the option to switch your plan to Enterprise in a few more steps.
Enter the email address that will be associated with your Demo account and click Get Started.
You'll receive an email from info@demo.advicepay.com (subject: Welcome to AdvicePay). Click the the link to Create Your Password.

Setup the Company

🚨 DON'T SKIP THIS STEP 🚨

Before adding your name and connecting a bank account, click Change subscription plan under the Professional plan details, choose 'Enterprise' and click Update Subscription.

Enter your first and last name.
Choose Test (Non-OAuth) to connect to the Demo payment method and click Next.
Once the test payment information has been selected, click Add Information.

Add Account Information

Fill in the test Account Information
- Use test phone number as well as test verification code.

Select either Individual or Legal Entity. If you select Legal Entity, use 00-0000000 for the EIN field. Click Continue.
Date of Birth: You can use any real birthdate (over the age of 18)
Phone number: This can be any number except 555-555-5555
Street address: Use any real address. Again, it must be a real address in order to pass Stripe's test verification.
Social Security number: Use 000-00-00000

Click Continue
Add website - you can use www.advicepay.com as a demo test website. Click Continue.

Payout Banking Details

Choose Test (Non-OAuth) to connect to the Demo payment method and click Agree and continue.
Once the test accounts connect, choose Connect accounts and Save with Link.
Leave the Stripe account that is toggled on and choose Continue.
Review test information and select Confirm.
You have now connected to your new Demo environment!

Accessing the Demo Server

To access the demo server going forward, visit https://demo.advicepay.com

Getting Started with Test Data

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