[Read Only] See AdvicePay Emails to Clients!

Note: If you have a custom logo uploaded or include a custom message, emails to your clients may look a bit different. 😀 

Invitation

If your firm has chosen 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 a client is sent 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 a client is sent 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

Tip: For compliance reasons, this email cannot be turned off by the client or advisor!

Subject Line: Invoice to  [Firm Name] Paid


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: Subscription to [Firm Name] Activated


7-Day Subscription Debit Reminder

Tip: Client will receive this email is sent when the  Recurring Debit Reminder is toggled on in your firm's  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: Account Debit Notification


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: Invoice to [Firm Name] Successfully Debited


Upcoming Invoice Reminder

Tip: Client will receive this email is sent when the  Upcoming Invoice Reminder is toggled on in your firm's   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 to [Firm Name] Due


Past Due Invoice Reminder

Tip: Client will receive this email is sent when the  Overdue Invoice Reminder is toggled on in your firm's   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 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, firms 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])

Still need help? Contact Us Contact Us