How does my client make a payment?
Our aim is to make paying invoices fast and efficient for your clients, which is why it only takes three steps to make a payment from start to finish on AdvicePay. We encourage you to see how it works yourself with a test client, or follow along with the visuals below!
After you've requested payment(s) and your client logs in to their account, the first thing they'll see on their dashboard are your unpaid invoices. They will then click Make Payment on an invoice or subscription to authorize payment on it.
If your client access their invoice directly via a link in their email, they'll be automatically taken to the next screen in the process:
Next, the client will add their payment information.
Note: If you have chosen to only be paid via ACH (bank account) or only via credit card, the client will not see only one option displayed in the screenshot below.
Clients can use Visa, Mastercard, American Express, Discover, JCB Diners Club, and China UnionPay credit card/debit cards on AdvicePay. We also have over 500 banks available for automatic linking under the 'Use Plaid' option. To add their account this way, the client will need their online banking login information. Some banks may ask them to take extra steps to verify their identity and will send them a verification number via text.
When they're ready, your client will click the Confirm & Pay button. We will not charge the client or activate their subscription until this final step is completed!
Once an invoice is paid or a subscription authorized, the client will receive a confirmation on their screen and receive a confirmation notice via email. A successfully authorized subscription will also display as Active:
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 + 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! There is no limit to the number of payment methods that can be added in client Wallets. However, please note that subscriptions will always bill the client's current default payment method. The default account is determined by the last payment method used, so if they set up a subscription with Credit Card A and then later pay a one-time invoice with Credit Card B, the subscription will bill Credit Card B on the next due date.