[Account Owner] AdvicePay Billing & Invoice Information

Find all information regarding your current AdvicePay plan charges, next bill date, bank accounts, and invoice history under  Firm Settings > Billing.

To view your Billing History, simply scroll down the page! 

Note: the invoice status for your AdvicePay subscription will display as 'Unpaid' while your payment is still processing at the bank, but once it is successful you will see the status change to 'Paid.'

An invoice with the breakdown is sent via email to the Account Owner from our underlying payment processor, Stripe. The address that it comes from looks similar to: receipts+{uniquenumberstringhere}@stripe.com

The subject line will start with "Your Receipt from AdvicePay..." and looks similar to below:


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Frequently Asked Questions

"Do I need to manually make a payment to you each month, or will my AdvicePay subscription automatically bill?"

There's no need to worry about going in and making your AdvicePay subscription payment each month, as we will automatically charge your account! If you need to make updates to your billing account, you may do that on your Billing page as well.

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