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General FAQ

Some popular questions and topics about how things work around here!

  • How do I edit a client's profile information?
  • Best Practices: Updating a Client's Email Address
  • 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
  • Can you turn off my client's email notifications?
  • I can't add a client!
  • What are the fees on AdvicePay?
  • Is there an additional fee if a client pays by credit card?
  • Can I pass along credit card processing fees to my client?
  • Disputed Payments
  • 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 approve or clear AdvicePay?
  • How to contact us (and why we don't offer phone support)

Categories

  • My Account
  • Getting Started
  • Emails & Notifications
  • Invoices
  • Get Paid
  • Subscriptions
  • Payouts/Transfers
  • Fee Calculator
  • eSignatures - HelloSign
  • eSignatures - DocuSign
  • Client Experience
  • General FAQ
  • Security and Compliance
  • Integrations
  • Best Practice Tips
  • Developer Resources
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