Advisor Billing 101










This is an introductory course on how to complete billing in Advisor. Users who are new or want to brush up on the basics will find this course helpful. After this course, attendees will be able to:

  • Discuss industry vocabulary, impact of ISP on billing and how to use DODD systems.
  • Easily navigate Advisor’s windows & dashboards.
  • Identify and enter important Consumer information & service authorizations.
  • Enter billing data, create invoices and send transmission files.

Cancellation Policy: Cancellations must be received 2 business days prior to the scheduled training date. No shows and cancellations within the two-day period will be invoiced the full rate.

Date(s) - Thu, Apr 23, 2020
9:30 am - 3:30 pm

Primary Solutions Training Center




0-1 Years
2-5 Years
5-10 Years
10 Years Or More

0-6 months
6 months - 2 years
2-5 years
5 years or more

I am comfortable.
I am a little comfortable.
I am not comfortable.