How Clients Can Pay without Logging in (Unregistered) or by Logging in (Registered)

For quick payments, clients can now pay both one-time invoices and initial subscription payments via credit card or ACH without creating an AdvicePay account or logging in to their existing account! (As long as both are allowed by the advisor/firm)

**Please note that if failures happen on subsequent invoices on a subscription, they will need to create a password and log in to AdvicePay to reconcile.

When you've been added as a client and an invoice request has been sent, the invoice link to pay and view the invoice will be present, and a PDF copy of the invoice will be in the bottom left corner.

1. Once your client clicks on the payment link, they will automatically be directed to a page that looks like the one below. From that page, they can continue and pay without logging in by entering their payment information on the left. If ACH is available, they'll search for their bank or add it manually. If a credit card is available, they must click on card and input their routing and account number.  Once added, they must click the blue Pay(dollar amount) button.
2. Options to pay are on the left side, showing either US Bank Account and/or Card. (Should they both be available from the firm; this may vary).

Here is a quick overview below for how they pay via ACH and without logging in (if registered, the closing page will say "log in"; if not, it will say "create an account").

• First, click on the invoice.
• For ACH, search for their bank and select it. (If applicable). Proceed through the prompt to add their bank and link it. (if they don't see a link for their bank, they can add it manually).  Once the bank is added, they must click the blue Pay button in AdvicePay for the payment to process.
• For credit card, click card enter the information, then they must click Pay on the blue button.

To register an AdvicePay Account, before paying, they must click on the link from the invoice first, and then, on the screen, locate and click on Create an Account (under Card on the left side)

From there, it will take them to a page that looks like this:

Next, they'll need to go to their email and find the newest email from AdvicePay. All emails come from info@app.advicepay.com with the Subject line: "AdvicePay Password Reset."

Once they click on the blue button that says "Reset your password," they will see this screen to create a password:

Once the password is created, they will be signed into their account and will be on the main Dashboard, as below:

If they should decide to register your account at a later date, their paid invoice(s) will display in their account as normal.

To register, they will need to receive either a new invoice or your account invitation link (both available via their advisor). Alternatively, if they have the email address that's used in AdvicePay, they can submit on the login page where it show "forgot your password," and it will send a link to them to create a password and register.

Payment Process for Registered Clients  (clients that have an account registered but choose not to log in to pay)

When they receive an invoice from their advisor, and they've previously registered their account, the invoice link will automatically direct them to a page that looks similar to the below, with payment method options at left and the details of the payment request at right:

Throughout this process, they may choose to pay without logging in, or they can log in to their account to pay.

To pay without logging in, they'll continue with the same steps as above. Enter their name for ACH and search for their bank, link it then click the blue pay button at right. For credit cards  they'll click cards, then add the information, then click  the blue pay button at right.

Note that if they are not logged in, the paid invoices paid will not be available. To see those they must log in.

Where Clients can log in if they already have an account and password

If they already have an account and password created, they can log in using the Sign in link in the image below.

Alternatively, if they want to create an Account, they can do this right away; the link will automatically take them to create a password (this action will only happen if they click on the invoice to take them to the page to pay). From there, they can pay inside their account.

See the Sign in link that is located below:

If they need to reset theirpassword, have them click on the Sign in link, then use the blue link that says "Forgot your password" on the next screen.

Once it opens, they'll enter their email (only emails that are in AdvicePay will receive a password reset email link), and we'll send them an automatic email from info@app.advicepay.com.

If they're  not seeing the forgot password email, please be sure they search their inbox for emails from info@app.advicepay.com, as it may have gone somewhere else. If they're still not seeing it after a thorough search, please feel free to reach out to support@advicepay.com, and we can help send you a direct link to the email on file.

If they need our login page, it is located here at https://app.advicepay.com. (They'll need their email that's in AdvicePay, their password, and multifactor authentication.)

How to make a payment when a document signature if required

If they have a document to sign that's attached to aone-time invoices, they can still pay without logging in if they would like to but only after all parties have signed.

If they're the last to sign the document,  they'll need to click on the blue button in their email from your Advisor, and they'll  be prompted to sign the document. If there is more than one signer on the document, they'll either be prompted to pay right after signing, or they'll eceive a separate invoice via email when the invoice is available for payment.