[Account Owner] Engagements: Detail Page

When Engagements is active, every Engagement created in AdvicePay (includes invoices/subscriptions, eSignature documents, and deliverables) will create a new listing on the Engagements page accessible in the sidebar:

Engagements are listed -- and searchable -- by Engagement Name, ID, Advisor, and Client:

To view the full details about a specific Engagement, click on the ID link!

On the Engagement detail page we display:

• Summary Engagement information: 
  • Created Date
  • Name of the Engagement workflow used
  • Total Revenue collected under the Engagement to date.
• The Advisor assigned to the Engagement: Name, Email, and Advisor ID (if present)
• The Client for the Engagement: Name, Email, and Client ID (if present)

Across the top of the page we also display:

• Total Revenue
• Status of the Deliverable attached to the Engagement (if applicable)
• Date of Next Recurring Payment (applicable only when there is an Active subscription)

In the table, all One Time Invoices/Subscriptions, Documents, and/or Deliverables that are included in a single Engagement are listed.

Clicking the action drop down button for any of the above will allow you to interact with that specific piece of the Engagement in more detail!