Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Client Profiles: Client profiles associated with the same advisor are now prevented from using the same email address. Client names that contain apostrophes will now save with the correct letter casing. 2. Invoice PDFs: Removes the invoice amount from the last Description of Services line to prevent confusion around the cost of individual services. The total invoice amount is still displayed clearly at the top and bottom of the invoice. 3. Bug Fixes: Ensures contextual messages display at the appropriate time.
The next AdvicePay release is scheduled for 7/31/24.
Posted Jul 24, 2024 - 22:20 MDT
This scheduled maintenance affected: Release Notes.