Frequently Asked Questions

Client Module

• How to create a client → see  ⁠⁠Creating a New Client⁠ 
• Have questions about the client profile → see  ⁠⁠Understanding the Client Profile⁠  . If you don’t find what you need, please reach out to us.

Case Module

• How to create a case → see  ⁠⁠Creating a New Case⁠ 
• Have question about case profile → see  ⁠⁠Understanding the Case Profile⁠ 
• How do I search for all cases → see  ⁠⁠Case Search Page⁠ 
• How do I send a agreement to my client → see  ⁠⁠Creating and Sending a Contract / Agreement for Signature⁠ 

Contracts

• How do I add an adviser’s signature to my agreements → see  ⁠⁠Contract FAQ⁠ 
• I need multiple people to sign the agreement. How can I add placeholders for multiple people → see  ⁠⁠Contract FAQ⁠ 

Invoice

• How to Create an Invoice → see  ⁠⁠Creating and Sending an Invoice to a Client⁠ 
• How to Add Payments to an Invoice → see  ⁠⁠Adding Payment and Sending Receipt⁠ 
• How to Add a Discount to an Invoice → See  ⁠⁠Adding Credit Notes to an invoice⁠ 
• How to Waive off an Invoice Amount → see  ⁠⁠Adding Credit Notes to an invoice⁠ 
• How to configure invoice reminders → see  ⁠⁠Invoice Reminders⁠ 

Proforma Invoice

• How to Create and Accepting Advance Payments or Proforma Invoices see →  ⁠⁠Advance Payments⁠ 

Privacy & Data Security

• Please refer to our  ⁠⁠Privacy & Security Policy⁠ 

Others

• How to I change my password → see  ⁠⁠How to Change Password⁠ 
• How do I setup email signature → see  ⁠⁠Setting up Email Signature⁠ 
• How do I add staff members or users → see  ⁠⁠Creating a New User⁠ 
• Unable to view pdf files within Adviseraide → see  ⁠⁠Chrome Pdf File Viewing Issue⁠