AdvicePay Showcase: Winter '26

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Invoices

New options give you more control over your billing workflow

Website Image - 5 Reasons to Adopt the Fee-for-Service Model - Resources

Client Data

Set up your book in bulk so you can stay focused on serving clients

Website Image - 5 Steps to Launching Your Fee-for-Service Business - Resources

Automation

Find new ways to reduce admin work with our Zapier integration

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PROFESSIONAL, ENTERPRISE

Scheduled Invoices

Create invoices or subscriptions now and set them to publish on a future date—clients can’t view or pay until that date arrives. You control the timing, keep billing predictable, and cut down on manual follow-up.

See It For Yourself

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PROFESSIONAL, ENTERPRISE

Invoice Notes

Give every invoice the clarity it deserves with Invoice Notes: a simple field to give clients the right context, reminders, or special instructions right on their bill. You’ll reduce confusion, cut down on follow-up emails, and get paid faster.

Why It Matters (+ How It Impacts Itemization)

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PROFESSIONAL, ENTERPRISE

Bulk Client Data Import & Update

Skip one-by-one data entry. Upload a CSV file to create or update clients without getting carpal tunnel. Bring over key client data—including custom fields—to accelerate onboarding, minimize mistakes, and keep operations moving.

Learn How & When to Use It

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ENTERPRISE

Firm Merge Service

When you need to consolidate after an acquisition, our new Firm Merge Service helps you unify two active AdvicePay firms into a single home office environment. This Enterprise service is delivered by AdvicePay, with a scoped plan to minimize disruption while managing duplicates, workflows, and billing continuity.

Find Out If It's Right for You

PROFESSIONAL, ENTERPRISE

Zapier Updates

If scaling operations is one of your 2026 goals, you're in luck. Our Zapier integration is now public, which means it's easier to automate workflows involving AdvicePay. Check out all our triggers, actions, and new Zap Templates for ideas on how other firms are saving time.

Get Automation Inspiration