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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.

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Creating a password for your account

1

Access the password setup page

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.
Password setup page
2

Enter verification code

Check your email for the verification code, then enter it to confirm your email and move forward.
Email verification screen
3

Continue to next step

Once your email is verified, you’ll be taken to the next page. Just click Continue to move on.
Continue screen
4

Choose your password

For the last step, choose a strong password for your account and then click Continue.
Password setup screen
All done! Your password is now set.

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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:
  1. Company Logo
  2. Company Phone Number
  3. Company Address → Address is printed on Invoice and advance payment Pdf files.
Company settings

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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.
Invoice settings
GST Setup (Optional)
GST setup

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Next Step

Creating a Client

Learn how to create a new client in AdviserAide
If you have any questions or need assistance, send us an email at support@adviseraide.com , and we will be happy to assist you.