How Clients Update Their Payment Method

Clients can update their payment information anytime by logging into their secure AdvicePay account and managing their payment methods.

Tip: If you have clients on subscriptions, the steps below are best practices because they can stay on their existing subscription without any interruptions or extra work.

*By clients updating their payment information through their account, you can avoid the hassle of canceling the subscription, setting up a brand new request, emailing it out, and then requiring your client to go back in and activate it from scratch with their new payment information.

Here are the steps clients will want to take:

Log in to their AdvicePay account at our main page login top right: https://app.advicepay.com
Visit the top right dropdown arrow and click on Account Settings, then Billing
Enter their new ACH bank account or credit card, then click on Make Default when asked. Existing subscriptions will pull from the new default method as long as it's updated 24 hours before the next due date.
Any other accounts on file can then be deleted (if needed and if there is more than one on file), To do this go to the dropdown and click on Delete. (if only one method is added they cannot delete it but if they reach out to support@advicepay.com we can help with this).

If you have a client who hasn't officially registered their account (which will prevent them from logging in and managing their payment method), they can enter their email on file in AdvicePay at https://app.advicepay.com/forgotpass. We will then send them a link allowing them to set a password and log in.

Finally, the below tutorials on our dedicated Client Knowledge Base are a perfect resource for clients if they prefer a little extra guidance:

Best Practice Note: Our Customer Support team recommends including direct links to the above articles in any initial onboarding documents or resources you give to your subscription clients.

We've found that firms who put these in clients' hands from the start allow their clients to quickly self-help and feel more satisfied about making their payments through AdvicePay.