My client is "Unregistered" or has "Inactive" invoices -- what do I do?

If your client hasn't set a password to create their account, AdvicePay will let you know by labeling their status as Unregistered.

And whether a client is Unregistered or Registered, you may notice that any invoices you've created for them are displaying as " unpaid" (for one-time payments) or "inactive" (for subscription payments). These statuses mean that your client has yet to finish the payment process so that their invoice will bill their checking account or credit card.

📍 Tip: Did you know that clients can now pay one-time invoices via credit card without ever registering their account or logging in?

To help an Unregistered client get set up, here is one option:

1. Navigate to  Clients in your sidebar

2. Click on the client's name link or click the drop down menu and select  View Client

3. Under  Invitation Link click the "link" icon to copy and then personally email this link to your client so they can set up their account! Or, click the blue "paper airplane" icon next to it to send an email with their link through AdvicePay. 

Alternative method: Whether your client is Registered or Unregistered, you can also simply resend their invoice as a reminder! If a client is still Unregistered, they'll be able to use this email to establish their account password, log in, and pay.

👉 If your client needs a little extra help on how to make a payment from start to finish, we're here to help! Here is a super simple payment guide for clients.

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