Setting up Adviseraide Account

This guide will walk you through setting up a password for your account, adding your company logo, and entering invoice payment instructions along with other important settings.

Creating a password for your account

Step 1 -  Click Here to access the password setup page . You’ll see the following User Detail page - just enter your email address and select Send Verification Code. If the link above doesn’t work, you can visit  app.adviseraide.com  and use the Forgotten password option to setup your password.
Step 2 - Check your email for the verification code, then enter it to confirm your email and move forward.
Step 3 - Once your email is verified, you’ll be taken to the next page. Just click Continue to move on.
Step 4 - For the last step, choose a strong password for your account and then click Continue.
All done! Your password is now set.

Company Settings

Once you've set up your password, please log in to Adviseraide by going to  app.adviseraide.com . Head over to the settings and complete your company profile by providing:
    Company Logo
    Company Phone Number
    Company Address → Address is printed on Invoice and advance payment Pdf files.

Invoice Settings

If you plan to send invoices, add payment instructions in the invoice settings and enter your GST number (if applicable). This step is optional and only needs to be completed once you start invoicing clients. The payment instructions you provide will automatically appear on the PDF invoices sent to your clients.
GST Setup (Optional)

Next Step

Learn how to create a client visit  Step 2: Creating a Client⁠ 
If you have any questions or need assistance, send us an email at  support@adviseraide.com , and we will be happy to assist you.