How to Find + Manage Invoices and Subscriptions in Your AdvicePay Account
Important: To gain access to existing and new Invoices, documents, and subscriptions, you must first have an AdvicePay account and log in. If you have not yet done so, your Advisor can send over an invitation link for you to do this, or once you pay any invoice there is the option to create one thereafter in the same window.
In this article:
First, log into your AdvicePay client payment portal and your dashboard at https://app.advicepay.com/dashboard to access all the important information related to your payments and contracts!
On the Dashboard we'll show you the:
- Unpaid one-time invoices
- Inactive subscriptions that need your authorization/payment
- Failed invoices
- Actively billing subscriptions
- Contracts needing your signature
Navigating from an Email, logging in, and how to Request a Password Reset Email
Once you click on the link from an invoice in your email, click on Sign In ( see where in the image below on left) to get to the screen to enter your username and password.
*(If you need to reset your password, please click sign in and then click on forgot password and enter your email on the next screen. )
Once you click sign in, use your email address that is in AdvicePay to log in on the screen below. This is also where you can reset your password using the forgot password link in blue near the bottom.
On the main Dashboard, all unpaid invoices or subscriptions should be there. If they are not on the Dashboard, please look in their corresponding locations found for each as outlined below.
Invoices
To see a full history of your one-time invoices (not attached to subscriptions), you can follow the links on your dashboard or navigate to Transactions > Invoices in your sidebar.
From there you can click View Details on any invoice to see more information, as well as download the invoice PDF or associated contract:
Subscriptions
To see a full history of your subscriptions and any associated upfront invoices, you can follow the links on your dashboard or navigate to Transactions > Subscriptions in your sidebar.
From there you can click View Details to see more information, including the individual invoices for that subscription under Payment History. You can also cancel a subscription or download all of the subscription's invoices on this page!
Not seeing 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:
