How does my client set up their account?

Getting your client set up on AdvicePay is simple and fast! (In fact, we encourage all our advisors to  set up a test client to see just how easy it is. πŸ˜€)

When you add a client to AdvicePay and send them an invoice, the client can easily go straight to setting up their account and/or making their payment right from the invoice notification email.

πŸ“In fact, your client doesn't even have to register an account -- they can just pay and get on with their day!

If your client needs or chooses to set up a password, they will be automatically directed to a "Set Password" page. On this page they can enter in any password they'd like to use to access AdvicePay. 

For security reasons it is required to be at least 8 characters long and include an uppercase letter, lowercase letter, number, and symbol. It is worth noting that we do not accept the following symbols: ^+()#~=`

Once they've chosen their own password and accepted the Terms & Conditions, they can click " Register" and be taken directly into their account!

To log back in any time at  https://app.advicepay.com/, they will use the email address associated with their account as their username and the password that they set above. 

πŸ“  Help - my client can't get logged back in! I think they forgot their password.

What Happens Next?

  • If you've already requested payment from them, they will see the unpaid invoice upon logging in and have the ability to immediately authorize payment. Here's how they do that!
  • If you haven't requested payment from them, they will see an "empty" dashboard.

Video Summary

We also have a great video that takes your clients from start to finish. Please feel free to give it a look and pass it along to your clients as well! You can view it here.

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