How to Pay without Logging in (Unregistered) or by Logging in (Registered)

For quick payments, you can now pay both one-time invoices and initial subscription payments via credit card or ACH without creating an AdvicePay account or logging in to your existing account! (As long as both are allowed by the advisor/firm)

**Please note that if failures happen on subsequent invoices on a subscription,  you will need to create a password and log in to AdvicePay to reconcile.

Payment Process for Unregistered Clients ( clients that don't yet have an AdvicePay account with a password created)

When you're added as a client and an invoice request is sent to you by your advisor, the invoice link to pay and view the invoice will be present, and a PDF copy of the invoice will be in the bottom left corner.

1. Once you click on the payment link, we will automatically direct you to a page that looks like the one below. From that page, you can continue and pay without logging in by entering your payment information on the left. If ACH is available, search for your bank or add it manually. If a credit card is available, click on card, and you will input your routing and account number.  Once added,click the blue Pay(dollar amount) button,
2. Options to pay are on the left side, showing either US Bank Account and/or Card. (Should they both be available from the firm; this may vary).

Here is a quick overview below for paying via ACH and without logging in (if registered, the closing page will say "log in"; if not, it will say "create an account").

• First, click on the invoice.
• For ACH search for your bank and select it.(If  applicable). Proceed through the prompt to add your bank and link it. (if you don't see a link for your bank, you can add it manually).  Once the bank is added, you must click the blue Pay button in AdvicePay for the payment to process.
• For credit card, click card enter the information, then click Pay on the blue button.

To register an AdvicePay Account, before paying, you must click on the link from the invoice first, and then, on the screen, locate and click on Create an Account (under Card on the left side)

From there, it will take you to a page that looks like this:

Next, you'll need to go to their email and find the newest email from AdvicePay. All emails come from info@app.advicepay.com with the Subject line: "AdvicePay Password Reset."

Once they click on the blue button that says "Reset your password," they will see this screen to create a password:

Once the password is created, you will be signed into your account and will be on the client Dashboard, as below:

If you should decide to register your account at a later date, your paid invoice(s) will display in your account as normal.

To register, you will need to receive either a new invoice or your account invitation link (both available via your advisor). Alternatively, if you have the email address that's used in AdvicePay, you can submit on the login page where it show "forgot your password," and it will send a link to you to create a password and register.

Payment Process for Registered Clients (clients have an account and password, but choose NOT to log in to pay)

When you receive an invoice from your advisor, and you've previously registered your account, the invoice link will automatically direct you to a page that looks similar to the below, with payment method options at left and the details of the payment request at right:

Throughout this process, you may choose to pay without logging in, or you can log in to your account to pay.

To pay without logging in, continue with the same steps as above. Enter your name for ACH and search for the bank, link it, then click the blue pay button at right. For credit cards click cards, then add the information, then click  the blue pay button at right.

Note that if you are not logged in, the paid invoices paid will not be available. To see those you must log in.

Where Clients can log in if they already have an account and password

If you already have an account and password created, you can log in using the Sign in link in the image below.

Alternatively, if you want to create an Account, you can do this right away; the link will automatically take you to create a password (this action will only happen if you click on the invoice to take you to the page to pay). From there, you can pay inside your account.

See the Sign in link that is located below:

If you need to reset your password, please click on the Sign in link, then use the blue link that says "Forgot your password" on the next screen.

Once it opens, enter your email (only emails that are in AdvicePay will receive a password reset email link), and we will send you an automatic email from info@app.advicepay.com.

If you are not seeing the forgot password email, please be sure to search your inbox for emails from info@app.advicepay.com, as it may have gone somewhere else. If you are still not seeing it after a thorough search, please feel free to reach out to support@advicepay.com, and we can help send you a direct link to the email on file.

If you need our login page, it is located here at https://app.advicepay.com. (You will need your email that is in AdvicePay, your password, and multifactor authentication.)

How to make a payment when a document  signature is required? 

If you have a document to sign that is attached to one of your one-time invoices, you can still pay without logging in if you would like to but only after all parties have signed.

If you are last to sign the document,  click on the blue button in your email from your Advisor, and you will be prompted to sign the document. If there is more than one signer on the document, you will either be prompted to pay right after signing, or you will receive a separate invoice via email when the invoice is available for payment.