How to Pay Without Logging In (or even Registering!)

For easier payments, you can now pay both one-time invoices and subscriptions via credit card or ACH without creating an AdvicePay account or logging in to your existing account!

Payment Process for Clients Who Are Unregistered

When you're added as a client and an invoice is requested by your advisor, the invoice link sent to you will automatically direct you to a page that looks like this:

Throughout this process you may choose to pay without creating an AdvicePay account login, or you can create an account before/after paying if you so choose. 

By clicking on Pay without an account, you will:

1. Be prompted to enter your credit card information (both CC and ACH payments are supported)

2. Click Next, then Confirm & Pay

Note: When you pay a one-time invoice without creating an account/logging in, we save the payment information for future use if you were to register/log in to your account. However, if you pay additional invoices in the future without registering/logging in, you will still be required to re-enter their payment information.

If you should decide to register their account at a later date, your Paid invoice(s) will display in your account as normal! To register you will either need to receive a new invoice or your account invitation link (available via your advisor).


Payment Process for Registered Clients Who Do Not Log In

When you receive an invoice from your advisor and you've previously registered your account, the invoice link sent to you will automatically direct you to a page that looks like this:

Throughout this process you may choose to pay without logging in, or you can login to your account before paying if you so choose.

By clicking on  Pay without logging in, you will continue with the same steps as outlined above. 

Note: Even if you have a saved payment method in your registered account, it will not display on the screen for security purposes. You'll be required to re-enter your payment information unless you choose to login to your account. If you have two or more bank accounts in your account, you will be required to login.

Invoices paid when not logged in will be viewable via your account when you next log in!


What about making a payment when there is a document requiring eSignature? 

If you have a document to sign that is attached to one of your one-time invoices, you can still pay without logging in! You will be guided through the signing process first, and can then proceed to payment when all required signatures are collected. 

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