AdvicePay Billing & Invoice Information
Find all information regarding your current AdvicePay plan charges, next bill date, bank accounts, and invoice history under Firm Settings > Billing.
On your current Essential Plan or Professional Plan you'll see a cost breakdown and an area where transaction fees are also shared:
To update your Bank accounts, go to each under:
Transfer accounts- where clients' payments are received and paid out to you or
Billing Accounts- is paying for your AdvicePay Subscription Fee
To view Billing History, scroll down the page:
Note: the invoice status for your AdvicePay subscription will display as 'Unpaid' while your payment is still processing at the bank, but once it is successful, you will see the status change to 'Paid.'
An invoice with the breakdown is sent via email to the Account Owner from our underlying payment processor, Stripe. The address that it comes from looks similar to: receipts+{uniquenumberstringhere}@stripe.com.
The subject line will start with "Your Receipt from AdvicePay"
Frequently Asked Questions
"Do I need to manually make a payment to you each month, or will my AdvicePay subscription automatically bill?"
There's no need to worry about going in and making your AdvicePay subscription payment each month, as we will automatically charge your account! If you need to make updates to your billing account, you may do that on your Billing page as well.
If you need to update or add a cc to receive these emails, please reach out to support@advicepay.com and we can assist.