General
How to Setup Client Subscription
Setup Client Subscription on Clients Page: Navigate to "Clients" page on the left-hand menu Hover over the client and click the "three-dot" menu to the left of the pencil Click "Subscribe Client" Fill in subscription details Click the " + " after ...
How to Add More Users to Envestnet Payments Account
Navigate to Settings and click "Manage" on the left-hand menu Click the "Users" tab Click the " + " symbol next to "Users" Choose the user role You will see one of the following depending on if you have available licenses or not Available - Click ...
How to Create an Invoice
Navigate to “Invoices” on the left-hand menu Click “Create Invoice" Add "Invoice Details" and hit the (+) sign to add a fee You can add multiple fees by selecting another Service and entering a fee amount followed by hitting the (+) sign, once ...
How to Create an Advisor (Registered & Unregistered)
Registered Advisor: An Advisor who is attached to a client and has access to Envestnet Payments Unregistered Advisor: An Advisor who is attached to a client but does not have access to Envestnet Payments Navigate to “Advisors” page on the left-hand ...
How to Add a Client in Envestnet Payments
Navigate to “Clients” page on the left-hand menu Click "Add Client" Add "General Information" Add "Billing Address" and "Mailing Address" Check the box "Same as billing address" to copy information for mailing address Click "Save" You will receive a ...
How to Add Subscription and/or Non-Recurring Service(s)
Services are required when creating invoices for a client. Here are steps to add a variety of subscription or non-recurring services to be selected when creating a client invoice How to Add Subscription Services Navigate to Settings and click ...
Holiday Hours
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