[Account Owner] See Some Example AdvicePay Emails to Clients!
Note: Please note that these are some examples and do not cover an exhaustive list of emails to clients. If you have a custom logo uploaded or include a custom message, emails to your clients will look a bit different. 😀 We recommend setting up a test client to view the full range of emails sent from your firm!
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: [First name of Customer], 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: New Invoice from [Company 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: New Invoice from [Company Name]
Payment Receipt for One-Time Payments
Tip: For compliance reasons, this email cannot be turned off by the client or advisor!
Subject Line: Payment Confirmation [Company Name]
Please note: the area at the very bottom of the email is an editable email disclosure (this area may or may not be available for edit depending on the Home Office). This image is just an example as there may not be text in that area if a disclosure has not been added.
Subscription Authorization
Tip: For compliance reasons, this email cannot be turned off by the client or advisor!
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: Recurring Payment Created: [Company Name]
7-Day Subscription Debit Reminder.
Tip: Client will receive this email is sent when the Recurring Debit Reminder is toggled on in your Account Settings > Email Notifications. By default new advisor and client accounts will have the Recurring Debit Reminder set to off. Your clients can choose whether they want to disable/enable select emails through their own client portal!
Subject Line: Reminder: Your automatic payment will process in 7 days
Subscription Debit Confirmation
Tip: For compliance reasons, this email cannot be turned off by the advisor. Your clients can choose whether they want to disable/enable select emails through their own client portal!
Subject Line: Recurring Payment Confirmation: [Firm Name]
Upcoming Invoice Reminder
Tip: Client will receive this email is sent when the Upcoming Invoice Reminder is toggled on in your Account Settings > Email Notifications.
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 from [Firm Name] Due
Past Due Invoice Reminder
Tip: The client will receive this email when the Overdue Invoice Reminder is toggled on in your Account Settings > Email Notifications.
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 from [Company Name]
Fee Increase
Subject Line: Action Required: Changes to your Billing from [Company Name]
Fee Decrease
Subject Line: Changes to your Billing from [Company 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!)
(For Credit Cards )
Subject Line: Action Required: Failed Payment to [Company Name]
For ACH see below
Subject Line: Action Required: Failed Payment to [Company Name]
Paused Subscription
Sent when an active subscription is paused.
Subject Line: [Company Name] Recurring Payment Paused
Mark as Paid Confirmation
Sent to a client when an invoice is manually marked as paid.
Subject Line: Invoice Paid: [Company Name]
Subscription Cancelation (by firm)
Sent to a client when you cancel their Active subscription.
Subject Line: [Company Name] canceled your recurring payment
Subscription Cancelation (by client)
Sent to a client when they cancel their Active subscription.
Subject Line: Your recurring payment has been 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: [Company Name] has requested your signature (related to [Client Name])
eSign Document (completed)
Subject Line: [Document/Template Name] is available [related to [Client Name]]
Refund from [Firm Name]
When an Advisor or a firm issues a refund, clients will receive an email that a refund has been issued. Advisors can issue both partial and full refunds through their account once your payment has finished processing. For ACH payments, this can take between 5-10 business days (bank holidays can extend this by 1 business day). Credit/debit card payments processed immediately and can be refunded right away.
Subject Line: Refund from [Company Name]
Notice that the Client has been added to AdvicePay (different Advisor or Firm) with an Existing email on file
When a client gets this email it's because they already have an AdvicePay account. This simply shares that the firm, whoever added them, has created a profile with the same email they have on another account already in AdvicePay.
They can still log in and see more than one account when inside their account by using the pulldown arrow on the top left logo. Of course, they can always pay without creating an account or logging in if they prefer.
Subject Line: [Company] Added you to AdvicePay
Other payment method- (External payments)
When your clients receive this courtesy email its primarily to notify them that an invoice was created and that no action is needed on their end. This is sent when the Advisor or firm chooses the "other payment option" toggle. This is used for journaling purposes or when a payment is made outside of AdvicePay.
This can be used for One-time payments as below:
Subject Line: New Invoice from [Company]: No action needed
For subscription payment sharing it reoccurs in the verbiage:
And when there is an Upfront One-time Invoice + Subscription bundled: