[Account Owner] See AdvicePay Emails to Clients!
Invitation
If you choose to have us send your client the invitation to get set up on AdvicePay (not required), they'll receive an email that looks like this:
Subject Line: Welcome to AdvicePay
Invoice (for One-Time Payments)
If you choose to have us send your client a single one-time invoice, they'll receive an email that looks like the below.
However, please note that if clients are sent an invoice that has a document attached for signature, they'll receive an eSign Document email instead!
Subject Line: Invoice from [Firm Name]
Invoice (for a One-Time + Subscription payment requested together)
If you choose to have us send your client an upfront one-time invoice paired with a subscription, they'll receive an email that looks like the below.
However, please note that if clients are sent an invoice that has a document attached for signature, they'll receive an eSign Document email instead!
Subject Line: Invoice from [Firm Name]
Payment Receipt for One-Time Payments
Subject Line: Invoice to [Firm Name] Paid
Subscription Authorization
Clients will receive this email after successfully activating a subscription invoice.
If done in advance of the first due date, their bank account/credit card will not be charged until the due date arrives (as illustrated in the email text below). 👍
Subject Line: Subscription to [Firm Name] Activated
7-Day Subscription Debit Reminder
Subject Line: Account Debit Notification
Subscription Debit Confirmation
Subject Line: Invoice to [Firm Name] Successfully Debited
Upcoming Invoice Reminder
Please note that it will not be sent if the invoice has an attached eSignature document still waiting on signatures. A reminder about the document will be sent to applicable signers instead!
Subject Line: Reminder: Invoice to [Firm Name] Due
Past Due Invoice Reminder
Please note that it will not be sent if the invoice has an attached eSignature document still waiting on signatures. A reminder about the document will be sent to applicable signers instead!
Subject Line: Past Due Invoice to [Firm Name] Due
Fee Increase
Subject Line: Action Needed: Changes to Your Billing By [Firm Name]
Fee Decrease
Subject Line: Billing Adjustment by [Firm Name]
Failed Payment Reminder
This reminder is sent 2 days after the initial failed payment notice.
If desired, you can turn this off via Account Settings > Emails & Notifications > Failed Payment Reminder. (We recommend leaving it active, as the extra information on how to resolve the failure can be helpful for clients!)
Subject Line: Reminder: Failed Payment to [Firm Name]
Paused Subscription
Sent when an active subscription is paused.
Subject Line: [Firm Name] has paused your subscription
Mark as Paid Confirmation
Sent to a client when an invoice is manually marked as paid.
Subject Line: Invoice to [Firm Name] Paid
Subscription Cancelation (by firm)
Sent to a client when you cancel their Active subscription.
Subject Line: [Firm Name] Canceled your Subscription
Subscription Cancelation (by client)
Sent to a client when they cancel their Active subscription.
Subject Line: Subscription Canceled
eSign Document (standalone or attached to a payment request)
Clients see this email if they receive a standalone document to sign or if they are sent an invoice that has a document attached. Read more about how emails work with eSignature documents!
Subject Line: [Firm Name] has requested your signature (related to [Client Full Name])
eSign Document (completed)
Subject Line: Everyone has signed the document "[Document Name]" (related to [Client Full Name])
