How Clients Register 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.

(Yes, 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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