Help, I can't add a payment method!

We know not being able to add a payment method or having trouble doing so can be frustrating. Please know we're here to help! We've added some helpful tips below.

Things to note:

• If your financial advisor has requested to be paid only via a checking account (ACH), you will not see an option to add your credit card. (The reverse is true if they've chosen only to be paid via credit card.) If you need to pay another way, please reach out to your advisor as they can re-send an invoice or arrange for another payment type with you.

• If you are trying to automatically link your bank account via any US Bank Account using our Stripe connections integration and you're receiving an error message, there could be an issue on your bank's end with the connection, or with your online banking login information. When this happens, please manually add the bank account instead. Please see below for how to do this.

• This is our login page if you are Registered (with a password): https://app.advicepay.com/ Your AdvicePay username is your email address on file in AdvicePay.

Pay by clicking the link in your email or via the direct payment link (url) from your Advisor

Below is the screen you will see when you click on the link in your email or link (url) from your Advisor.

1. To continue with your payment, click the US Bank Account (top left to enter an ACH account) or Credit Card button (to add a credit card) then click the blue Pay after to submit the payment.

2. If you are using ACH and wish to Manually Enter details. Click US Bank Account(top left), then when it drops down, at the bottom, you can click on the Enter Bank details manually instead button -- you'll then have the ability to add your bank using your account and routing numbers!

3. Once added, the bank account will show on that line and you can click the blue button to Pay or Confirm Subscription.

4. As an alternative, if you are already registered, please use the Sign in under the credit card box and inside of your account, head over to the Account Settings, then Billing as below:

   

5. If you are unable to see these areas or there is a blank screen, it can likely be solved by updating your browser to its most current version or trying a different browser altogether. We work well on most popular browsers -- and we work best on Google Chrome or Firefox! Please be sure your Javascript settings are enabled.

6. After entering your new account, if there is more than one on the account, you will be prompted with the screen below to choose to make the default payment, if so click yes, if not, please click no, and keep my current default.

   

If you choose to have this new payment as the default future subscriptions will be charged to that payment type. Any non-default accounts can also be deleted here after the new one is added using the pulldown arrow.

Pay with a Mobile Device and Add/Select a Payment Method

1). Locate the invoice in your email or the direct URL link requesting payment.

2). Click on the blue button in the email or the web url link sent from your Advisor.

3). Add your payment method and pay either without logging in or by logging into your account in AdvicePay.

4). If you choose not to log in you'll see a similar screen to the one below with options to pay to show all methods allowed by your Advisor. (Options should show: ACH, Credit Card, or even Wallet options like Google or Apple Pay:)

5). If you scroll down after selecting or adding your payment method, you'll see the confirm button to click confirm subscription or the payment request sent:

6). If you choose to pay from inside your AdvicePay Account, you'll see a similar screen as the one below with respective Invoices under Unpaid Invoices and Subscriptions under Current Subscriptions.

7). To make a payment on any invoices or subscriptions use the dropdown arrow on it to click on make payment:

8). You'll then see the page to add a New or Saved Payment Method (if you have a payment method on file you should see it here when you click on Saved Payment Method, in this example, a saved card is the Visa to select with the bubble):

Or you can add a New Payment Method such as a bank. If you choose to add a bank, you can search for your bank and connect it in Stripe and will see a similar screen below:

Add your Full name and then once your bank is added, you'll see it listed as below:

Next, once that bank is added and your name is added, scroll down to the payment request and click on the Blue button to submit the payment:

Once submitted you'll then see a screen confirming it was submitted(see below). To go back to Subscriptions you can click on the button-Back to Subscriptions.

Otherwise, you can log out of AdvicePay or go to the main Dashboard(seen below) by clicking the top three lines (top left). Here you can navigate to any area needed:

Update a payment method for an Existing Subscription

To update existing payment methods you will need an AdvicePay Account to log into. Please log in here https://app.advicepay.com/ or request to register with your email address by entering it here: https://app.advicepay.com/forgotpass?email= or from your Advisor.

1. Click on the dropdown arrow top right and click on Account Settings:

2. Next, Click on Billing, then add your Bank or Credit Card (if one is not available please reach out to your Advisor) by clicking on the respective button:

3. Here we added a bank account (follow the prompts when connecting in Stripe, and be sure to click back to AdvicePay). Once added it will show here, then click Save:

4. When saved, you will be asked to make it the default, click yes so it can bill as the main payment method for ongoing subscriptions:

5. Once set as the default you should see it as below:

That's it, your new payment method is now the default to bill.

What if I paid via Check or outside of AdvicePay with my Advisor

If you pay your Advisor with a physical check or a payment outside of AdvicePay, no further action is needed in your AdvicePay account.

Some firms may have a setting that allows them to send a courtesy notification email when an invoice is paid via a method outside of AdvicePay stating "New Invoice from [Firm Name]: "No Action Needed" in the email subject line. You can still view the invoice with the " View your Invoice" blue button in the email, but no action is needed.

For checks, the email will state "New Invoice from [Firm Name]", and if you click on the blue "View and Pay Your Invoice" button in that email, it will show you the instructions to submit check instructions if submitted via check. That said, no further action is needed.

*Please note that all firms are different so this might not apply.

Where to Log into AdvicePay

If you are running into the screen below, please click on Sign in, then on the next screen, please use your email (username) and your password to login thereafter:

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If the above tips don't fix your specific problem, please don't hesitate to drop us a note. Our team at support@advicepay.com is happy to help!