Managing Emails You Receive

Customize all of your email settings by visiting  Account Settings > Emails & Notifications> Advisor Notifications.

Note that Advisor Notifications are located down the page, but you are also automatically a Bcc recipient on all client notifications at the top of the page.

Please note that the Recurring Payment Receipt cannot be turned off, as this is due to compliance and regulatory requirements to ensure the client receives a receipt for payments. Clients can turn this off from within their registered account settings.

Managing Your Notifications

To get started customizing all of your email settings, visit Account Settings, Emails and Notifications  under your top-right drop-down menu in your account:

Client Notifications are located at top; however, you are already BCC'd on those. To manage your emails,  head down to Advisor Notifications.

There are several emails you can receive by clicking on the toggle to green. Some are shown below:

Some settings have a specific number of days you can set for it to send, while others offer an area for messages. These are located in the gear icons to the right of them, respectively:

Transaction Reports

Set up a bookkeeper, virtual assistant, operations admin, or even just yourself to receive automatic daily, weekly, and/or monthly transaction reports via email! Any email address can receive these reports (even if it is already receiving reports from another AdvicePay account or it isn't associated with an admin/billing user on your firm account).

• If there are 0 transactions for the reporting period, no emails will be sent.
• Please note that transactions will only be sent on reports once they have successfully been paid out to the firm.

Frequency options:

• Daily - will be sent every morning for the previous day's data
• Weekly - will be sent Monday mornings for the previous week's data
• Monthly - will be sent on the 1st of the month for the previous month's data

To set up scheduled reporting, go to Emails & Notifications and scroll down to the Advisor Notifications section. Toggle the button on for the reports you want to receive. The report will automatically be sent to your account email address.

Click the gear icon to access the report's settings to add any additional recipients:

Enter an Email Address and click Add. Click Save. 

Adding Additional Recipients

To send all of your email notifications to one or more recipients (by default, the advisor's email is always included), on Client Notifications or Advisor Notifications, enter the emails under Additional Email Recipients and click Add:

To remove a recipient, click the X button next to their listing!

Additional emails that AdvicePay automatically sends are also listed below. These are dependent on specific actions, how your account is set up, and what functions you are using, as well as if you are also the Account Owner.

Additional emails that AdvicePay automatically sends are also listed below. These are dependent on specific actions, how your account is set up, and what functions you are using, as well as whether you are the Account Owner.

• Fee change reminder
• Fee Escalation
• Overdue Invoice
• Upcoming invoice
• Refresh Expire DocuSign Token (only for DocuSign users)
• Stripe update account information email
• Stripe Verification email
• Payment to AdvicePay Failed
• Transfer Account Failed
• Client Dispute(s)