Best Practices: What emails should I have AdvicePay send to new clients?

When creating clients and invoices, we've tried to make it flexible so that it fits whatever process you prefer...yet also quick and simple! Below are a few options available to you as you are getting clients set up.

Before getting your clients using AdvicePay, it's helpful to let them know what to expect and inform them about AdvicePay. If needed, we have a great  resources here that provides useful information that clients may want to know about our platform. We also recommend letting clients know that system emails will arrive in their inbox from info@app.advicepay.com so they can add it to their contacts or safe sender/allow list and ensure nothing slips into their junk folders.

Option 1 - Send an invitation email

This option is ideal if you want to require that your clients log in and set up an account, however it also provides important context about who AdvicePay is and informs them that your firm ustilizes us for payment processing.

You simply add the client to AdvicePay, and send them their Invitation Link to register. This invitation can be sent by clicking on the blue paper airplane icon next to the link (see image below) or clicking the paperclip and adding it to a personal email as a link.

After they log in for the first time and you've sent an invoice, they'll see the unpaid invoice or subscription on their Dashboard and can proceed to making their payment.

Option 2: Send an invoice

If you only want to have your client pay, and not actually register the account, you can get them started with sending an invoice to them using this article to send an invoice request.

If you choose to do this, your clients will receive just one email notification,  the invoice notice.

We've connected new clients' unique registration link in this invoice notice, so when they click View the invoice & pay they'll see the invoice and thereafter if they want to, click create an account.

If they do decide to set a password and register using the link they'll have the benefit of viewing, paying, signing and updating payment methods all from within their client portal.  They can even add others to the account if needed like a spouse.

Option 3: Send an invitation and invoice email

If you decide to add a client, send them the direct invitation link, and then create an invoice later, you'll want your client to receive the two emails above: an invitation to set their password and register then an email directing them to pay their invoice separately.

This is a great option if you want to require that clients establish an account and to know who AdvicePay is, but you won't be requesting a payment immediately. 

Option 4: Send via personal email

When you add your clients and request payment, you can opt for no emails to be sent immediately, and instead handle all communication through your own personal email. If you go this route, you'll want to either personally send clients their invitation link to register first,  OR grab the link to their unpaid invoice/subscription when you're ready to send in a personal email.

Please note these links will tied back to their account when or if they create one, so it's very important to send to the correct person. We do not advise sending the link with documents attached as those are sent to individual signers with different links for each of them and won't work properly. The link to a client's unpaid invoice/subscription is available by visiting Invoices > View Details or Subscriptions > View Subscription and clicking Copy URL:

know that if invoices are not paid, advisors emails and notifications for clients will end those reminders. Those can be adjusted in Account Settings>Emails and Notifications>Client notifications.