Payments
- Advisor Help: How to Create a New Service Offering?
- Advisor Help: How to Mark a Client as ‘Paid’ on the Backend?
- Advisor Help: How to Update a Change In Sales Tax?
- Advisor Help: How to Create Coupon/Refferal Codes
- Planner Portal: Stripe
- Advisor Help: How Do I Offer a Service to Only One Person or Group?
- Advisor Help: How do I get a report for combined fees of Stripe and Adviice?
- Advisor Help: Where Can Clients Find Receipts for Planning Fees?
- Advisor Help: How to Add Direct Payment Link to Proposals
- Advisor Help: How do I Extend a Clients Engagement Before an Ongoing Subscription Begins?