How to Make a Payment
Follow the step-by-step tutorial below, or jump here to watch a quick video walkthrough!
1. Click the blue Make Payment button on the unpaid or inactive invoice you want to pay. (If you don't see anything listed on your dashboard, this means your advisor has not yet issued you an invoice!)
Proceed with clicking the next blue Make Payment button after reviewing the invoice details:
2. Choose a method for adding a bank account or credit card.
Note: If your advisor has chosen to only be paid via ACH (checking account) or only via credit card, you will see just one payment method option.
You can use any credit card/debit card on AdvicePay when the credit card option is available to you. We accept Visa, Mastercard, American Express, Discover, JCB Diners Club, and China UnionPay credit and debit cards. All payments are processed by our underlying partner payment gateway, Stripe.
When paying via ACH, we have over 500 banks available for quick automatic linking via our Plaid integration under the 'Connect' option. To add your account this way, you'll need to know your online banking login information. Some banks may ask you to take extra steps to verify your identity and will send you a verification number via text.
3. Once the account you want to use is added and selected, click Next to make a final review of your payment. To go over the full details of your payment, click View details.
For subscriptions with due dates set in the future, note that you will not be charged immediately upon authorizing the invoice -- rather, your account will be debited on the date indicated:
4. When you're ready, click the Confirm & Pay button to submit your payment/authorization. We will not charge your account or activate your subscription until this button is clicked!
Once successfully submitted, you will be redirected to a screen confirming your payment. You will also receive a confirmation via email. :)
For more help, watch how to create your account and pay!
Tip: to expand the video to full screen, hover over it and click:
Recognizing the charge on your statement!
All payments are processed by our underlying partner payment gateway, Stripe. While we've set charges made through our app to default to your advisor's firm name, banks and credit card companies don't always honor that! Therefore, you may find that the charge on your statement appears as AdvicePay.com, Stripe, or Stripe.com.
We know that it's easy to forget this! One thing that may be helpful is to save or print out the email confirmation you receive from us after making a payment to keep track of the date + amount of the charge so that you can refer to it when you're reviewing your monthly statement.
If you'd like to look up your "Stripe" charge to confirm the identity of the Stripe user who created it, we invite you to visit https://support.stripe.com/charge-lookup.
Still have questions? Please don't hesitate to reach out to our Support team at email@example.com! We're super happy to help you figure out a charge and whether it matches up with your payment for financial planning services. 🙌