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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?
  • A client forgot their password! How do they reset it?
  • Can I pass along credit card processing fees to my client?
  • Can I add another email to my account?
  • Can I bill a business instead of an individual?
  • Is there an additional fee if a client pays by credit card?
  • Do you issue 1099-Ks?
  • Can you turn off my client's email notifications?
  • What is the minimum and maximum amount I can charge?
  • Why can't I add a client?
  • How to add emails from AdvicePay to your safe sender/allow list!
  • What is the session timeout on AdvicePay?

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