[Advisors] Tour the Client Payment Portal

Check out this quick video tour of the AdvicePay client payment portal!

After your client sets up their account, this is what they will see immediately upon logging in to AdvicePay and before you have issued them a request for payment. All unpaid invoices or subscriptions can be found on the main page here:

This is what your client will see immediately upon logging in to AdvicePay and  after you have issued them a request for payment:

They can then click  Make Payment to pay their invoices! 

Check out this client-facing article that walks them through the process: How to Make a Payment

If your client clicks on the payment request link via email, they will be directed to the screen below. From there, they can pay without logging (add payment information) or click Sign in to log into their client payment portal in AdvicePay (see image below):