How Clients Make Payments and Activate Subscriptions
In this article:
- How to Add an ACH or Brokerage Account Manually
We aim to make paying invoices fast and efficient for your clients, which is why it only takes a few steps to make a payment from start to finish on AdvicePay.
How Clients Make Payments
Please note that we do not accept savings accounts.
If your client accesses their invoice directly via a link in their email, they'll be automatically taken to a screen similar to the one below.
If they were invited via the invitation link in their profile and created a password, they can log in using the blue Sign in link to log into their account under the Card option on the left side. If they instead want to pay without logging in, they can do so by adding the payment method of either a US bank account or Card for acredit card. Lastly, they need to click the blue pay for it to submit the payment.
If they choose to sign into their account from the above screen, the first thing they'll see on their dashboard is their unpaid invoices or subscriptions (at right). Once inside their account, clients can choose to use a saved payment method (if they have paid prior) or add a new payment method.
Our login page is here if needed: https://app.advicepay.com/
Here is a quick GIF below of their options to pay once logged into AdvicePay:
If they need to find their One-time Invoices or Subscriptions, these can be found on the left sidebar on the main Dashboard under Transactions, then Invoices or Subscriptions, respectively.
Note: If you have chosen to only be paid via ACH (bank account) or only via credit card, the client will only see that one option displayed for payment methods.
If they would like to pay via ACH, this is how that looks (without logging in) below:
(The link with Stripe is not visible by anyone on our team for security; if there is an issue, the bank can be added manually)
If your client's bank isn't listed for quick linking, any checking account can be added by selecting 'Manually enter details' once they are in the US bank account view. From there, they can enter an account and routing number from a check. Using this method would not verify the account, so they must enter it correctly.
Note: If they selected to pay with a credit or debit card via your digital wallet -- e.g. Apple Pay or Google Pay -- they will be prompted to pay with that once selected, and you hit pay. You will then be able to select the card on file and proceed to payment on the same pop-up screen.
For subscriptions with due dates set in the future, note that they will not be charged immediately upon authorizing the subscription -- rather, your account will be debited on the future date indicated on the main dashboard screen or the final payment screen:
4. When you're ready, you'll need to click a final button to authorize current and/or future charges!
If you have any payment due today, you'll click Pay($requested):
If you only have a subscription payment that is to be charged automatically in the future, you'll click Confirm Subscription:
❗️We will not charge the client or activate their subscription until this final step is completed.
Once successfully submitted, they will be redirected to a screen confirming your payment. They will also receive a confirmation via email stating it was activated.
Frequently Asked Questions
How will the client recognize the charge on their statement?
All payments are processed by our underlying partner payment gateway, Stripe. While we've set charges made through our app to default to your firm name, banks and credit card companies don't always honor that! Therefore, you may find that the charge on your clients' statements appears as AdvicePay, Stripe, or Stripe Inc.
One thing that may be helpful to advise your clients is to save or print out the email confirmation they receive from us after making a payment to keep track of the date and amount of the charge so that they can refer to it when they're reviewing their monthly statement.
Can a client maintain multiple payment methods — e.g. 2 separate bank accounts — in their AdvicePay account? My client wants to pay their invoices in different ways.
Yes, clients can add different bank accounts to their account; however, please note that subscriptions will always bill the client's current default payment method only, even if paid with a different method; Stripe will default to the one account on file.
For one-time invoices, though, these can each be paid independently of one another; only subscriptions can be paid with a single default payment method anytime, and bill immediately.
Learn more about how client's make their payments