General FAQ
Some popular questions and topics about how things work around here!
- How do I edit a client's account information?
- Can I bill couples or add a second user to a client's account?
- Can I bill a business instead of an individual?
- Can I add another email to my account?
- How do I send my own invoice reminder to a client?
- Refunding Clients
- Deleting a client
- Assigning a Client ID
- Can you turn off my client's email notifications?
- I can't add a client!
- My client forgot their password!
- What are the fees on AdvicePay?
- Is there an additional fee if a client pays by credit card?
- What is the minimum amount I can charge?
- Do you issue 1099k's?
- How do I find my ACH account or routing number?
- My bank account has a fraud filter in place. How do I whitelist AdvicePay?
- Do you offer phone support?