See AdvicePay Emails to Clients!

Note: If you have a custom logo uploaded or include a custom message, emails to your clients will look a bit different. 😀 We recommend setting up a test client to view the full range of emails sent from your firm!

Invitation

If you choose to have us send your client the invitation to get set up on AdvicePay (not required), they'll receive an email that looks like this:

Subject Line: Welcome to AdvicePay


Invoice (for One-Time Payments)

If you choose to have us send your client a single one-time invoice, they'll receive an email that looks like the below.

However, please note that if clients are sent an invoice that has a document attached for signature, they'll receive an eSign Document email instead!

Subject Line: Invoice from [Firm Name] 


Invoice (for a One-Time + Subscription payment requested together)

If you choose to have us send your client an upfront one-time invoice paired with a subscription, they'll receive an email that looks like the below.

However, please note that if clients are sent an invoice that has a document attached for signature, they'll receive an eSign Document email instead! 

Subject Line: Invoice from [Firm Name] 


Payment Receipt for One-Time Payments

Tip: For compliance reasons, this email cannot be turned off by the client or advisor!

Subject Line: Invoice to  [Firm Name] Paid


Subscription Authorization

Tip: For compliance reasons, this email cannot be turned off by the client or advisor!

Clients will receive this email after successfully activating a subscription invoice.

If done in advance of the first due date, their bank account/credit card  will not be charged until the due date arrives (as illustrated in the email text below). 👍

Subject Line: Subscription to [Firm Name] Activated


7-Day Subscription Debit Reminder

Tip: Client will receive this email is sent when the  Recurring Debit Reminder is toggled on in your Account Settings > Email Notifications. By default new advisor and client accounts will have the  Recurring Debit Reminder set to off Your clients can choose whether they want to disable/enable select emails through their own client portal! 

Subject Line: Account Debit Notification


Subscription Debit Confirmation

Tip: For compliance reasons, this email cannot be turned off by the advisor. Your clients can choose whether they want to disable/enable select emails through their own client portal! 

Subject Line: Invoice to [Firm Name] Successfully Debited


Upcoming Invoice Reminder

Tip: Client will receive this email is sent when the  Upcoming Invoice Reminder is toggled on in your Account Settings > Email Notifications.

Please note that it will not be sent if the invoice has an attached eSignature document still waiting on signatures. A reminder about the document will be sent to applicable signers instead! 

Subject Line: Reminder: Invoice to [Firm Name] Due


Past Due Invoice Reminder

Tip: Client will receive this email is sent when the  Overdue Invoice Reminder is toggled on in your Account Settings > Email Notifications.

Please note that it will  not be sent if the invoice has an attached eSignature document still waiting on signatures. A reminder about the document will be sent to applicable signers instead! 

Subject Line: Past Due Invoice to [Firm Name] Due


Fee Increase

Subject Line: Action Needed: Changes to Your Billing By [Firm Name]


Fee Decrease

Subject Line: Billing Adjustment by [Firm Name]


Failed Payment Reminder

This reminder is sent 2 days after the initial failed payment notice.

If desired, you can turn this off via Account Settings > Emails & Notifications > Failed Payment Reminder. (We recommend leaving it active, as the extra information on how to resolve the failure can be helpful for clients!)

Subject Line: Reminder: Failed Payment to [Firm Name]


Paused Subscription 

Sent when an active subscription is paused.

Subject Line: [Firm Name] has paused your subscription


Mark as Paid Confirmation

Sent to a client when an invoice is manually marked as paid.

Subject Line: Invoice to [Firm Name] Paid


Subscription Cancelation (by firm)

Sent to a client when you cancel their Active subscription. 

Subject Line: [Firm Name] Canceled your Subscription


Subscription Cancelation (by client)

Sent to a client when they cancel their Active subscription.

Subject Line: Subscription Canceled


eSign Document (standalone or attached to a payment request)

Clients see this email if they receive a standalone document to sign or if they are sent an invoice that has a document attached. Read more about how emails work with eSignature documents!

Subject Line: [Firm Name] has requested your signature (related to [Client Full Name])


eSign Document (completed)

Subject Line: Everyone has signed the document "[Document Name]" (related to [Client Full Name])

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