Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. We have moved the "Projected Subscription Value" display on the review page directly into the Subscription section, preventing confusion between new subscription totals and overall engagement totals. 2. We have cleaned up Subscription Reports to ensure canceled or completed subscriptions no longer display a confusing "Next Bill Date," making it easier to manage renewals and audit your accounts. 3. We understand that sometimes getting the paperwork signed is the only goal. You can now create specific Engagement workflows with a $0 Total Engagement Fee (TEF). This is perfect for those moments when you need an official eSignature but do not need to collect a payment right away. 4. We have polished the "Select a Client" dropdown menu to make starting a new invoice or engagement easier. Previously, typing a name into the search bar could trigger a confusing option to "create a tag" or close the menu unexpectedly. We have cleared up that confusion so the tool focuses entirely on finding the people you need.
The next AdvicePay release is scheduled for 02/04/2026.
Posted Jan 28, 2026 - 21:01 MST
This scheduled maintenance affected: Release Notes.