[Account Owner] Account Settings: Invoice, Emails and Notifications , Authorized Applications
Please note these settings can only be access/adjusted by the Account owner and advisors in their own account settings for their own profiles. Admins can see the invoice tab but not others.
Account settings is where you and all advisors at your firm with AdvicePay access can manage their assigned invoice information (if applicable), theirs and their client emails and notifications, along with any authorized applications. Account owners with clients will manage this under their own account settings. while all other advisors manage their own under their account settings.
Settings here are managed under your Account Settings, which is accessed via the upper right-hand menu in your account. You'll see the three tabs to access each as explained below:
Account settings only pertain to your own AdvicePay profile and your assigned clients. They do not impact settings for the entire firm.
Invoice
This Invoice tab is accessible by the firm's Home Office Admins but the other tabs are not visible.
This page allows the account owner,as an advisor to adjust their individual invoice settings as needed for their clients. The option for allowing certain payment methods is located here, toggle them on or off so payments have options or restrict them as needed.
Your description of services are also managed here. These shows as options to add to payment request upon creation.
If you want to learn more about limiting you client payment methods shown in the above image, check out this article.
Emails and Notifications
These settings for Emails and Notifications can only be adjusted by the account owner and for their clients under them. Advisor can also manage theirs in their own accounts.
Client Notifications
To get started, visit Account Settings > Emails & Notifications> Client Notifications. You can toggle the emails on or off on the bubble at left, and adjust them as needed in the gear icon at right. In addition you can add cc or bcc recipients below.
See this article for these Emails your client receives
Account Owner Notification
As the account owner you'll have a number of email notification settings for yourself to adjust including reports that advisors won't have access to or receive. You can toggle the emails on or off on the bubble at left, and adjust them as needed in the gear icon. Advisors will only have emails up to documents signed.
See this article for Managing emails you receive
Authorized Applications
Note: SSO requirements (single sign on) will not connect if your firm is using SSO for AdvicePay. They may however have applications in their firm portal to use applications specifically.
Authorized applications can be accessed through this tab and connected the application to AdvicePay. Some authorized applications we offer are Schwab, Retail and Wealthbox etc.
