General FAQ
Popular questions about how things work around here
- Our bank account has a fraud filter in place or doesn't allow debits. How do I approve AdvicePay?
- Can I bill couples or add a second user to a client's account?
- Can I bill a business instead of an individual?
- A client forgot their password! How do they reset it?
- Can I pass along credit card processing fees to my client?
- Is there an additional fee if a client pays by credit card?
- Can I add another email to my account?
- Can you turn off my client's email notifications?
- What is the minimum and maximum amount I can charge?
- FAQ for 2022 1099-Ks
- Why can't I add a client?
- How to add emails from AdvicePay to your safe sender/allow list!
- FAQ for 2023 1099-Ks
- What is the session timeout on AdvicePay?