[Advisors] How Clients Can Pay Without an Account/Logging In
For easier payments, clients can now pay one-time (may be bundled with the subscription as a one-time up-front invoice) or subscription invoices without creating an AdvicePay account or logging in to their existing account!
Payment Process for Unregistered Clients
When clients are added, and an invoice is requested, the invoice link along with a PDF copy of the invoice(s) will be sent to them via email.
Once they click on the payment link, they will automatically be directed to a page that looks like this:
From this page, they can choose to continue and pay without logging in by entering your payment information on the left and once added, clicking Pay.
Options to pay are on the left side showing US Bank Account or Card. (Should they both be available from the Advisor)
Here is a quick gif of paying via ACH and without logging in. First, click on the invoice to get here:
This is the process of how to pay without logging in with a Credit Card looks:
To Register, before paying, clients can now click on the link from their invoice, and located under Card on the left side, they can click Create an Account. From there it will take them to a page that looks like this:
AdvicePay does this as extra security to ensure the client is the one who clicked the link.
Next, They will need to go to their email and find the newest email from AdvicePay )comes from (info@pp.advicepay.com) with the Subject line: "AdvicePay Password Reset."
Once they click on the blue button that says "Reset your password" they will see this screen to do so:
Once the password is created they will be signed into their account and will be on the client Dashboard. as below:
Note: When a client pays a one-time invoice without creating an account/logging in, we do save their payment information for future use if they were to register/log in to their account. However, if your client pays additional invoices in the future without registering/logging in, they will still be required to re-enter their payment information.
Subscriptions will always bill automatically each billing period (as normal), even if the client approves it without setting up an account login!
If your client should decide to register their account at a later date, their Paid invoice(s) will display in their account as normal! To register a client who paid without establishing an account, they will either need to enter their email here or receive a new invoice/their account invitation link.
Payment Process for Registered Clients Who Do Not Want to Log in
When you receive an invoice from your advisor and you've previously registered your account, the invoice link sent to you will automatically direct you to a page that looks like this:
Throughout this process, clients can choose to pay without logging in, or they can log in to their account before paying.
To pay Pay without logging in, they will continue with the same steps as outlined above in the gifs.
Simply enter the payment information then click on Pay to submit the payment.
Note: When a client pays a one-time invoice without creating an account/logging in, we do save their payment information for future use if they were to register/log in to their account. However, if your client pays additional invoices in the future without registering/logging in, they will still be required to re-enter their payment information.
Subscriptions will always bill automatically each billing period (as normal), even if the client approves it without setting up an account login!
If your client should decide to register their account at a later date, their Paid invoice(s) will display in their account as normal! To register a client who paid without establishing an account, they will either need to enter their email here or receive a new invoice/their account invitation link .
![account invitation link](</p><section class="callout-yellow">
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<em>This ability applies to invoices created on/</em><em>after</em><em> June 6, 2019 only.</em>
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For easier payments, clients can now pay one-time or subscription invoices without creating an AdvicePay account or logging in to their existing account!
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<h3>Payment Process for Clients Who Are Unregistered</h3><p>
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When you add a client and request a one-time or subscription invoice, the invoice link you send to your still-unregistered client will automatically send them to a page that looks like this:
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<img src="https://s3.amazonaws.com/helpscout.net/docs/assets/5a96ebd22c7d3a75495132f8/images/5cf6c91e04286333a2642aff/file-yUEZznKPBu.png" style="width: 584px;">
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Throughout this process your client may choose to pay without creating an AdvicePay account login, or they can create an account before/after paying if they so choose.
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By clicking on
<strong>Pay without an account</strong>, your client will:
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1. Be prompted to enter their credit card information
<em>(both ACH and credit card payments are supported - the client will only see the options you allow when creating the invoice!)</em>
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<img src="https://s3.amazonaws.com/helpscout.net/docs/assets/5a96ebd22c7d3a75495132f8/images/5cf6d3e12c7d3a3837131b2e/file-3AoAT42FyD.gif" style="width: 698px;">
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2. Click
<strong>Next</strong>, then <strong>Confirm & Pay</strong>
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<img src="https://s3.amazonaws.com/helpscout.net/docs/assets/5a96ebd22c7d3a75495132f8/images/5cf6d4792c7d3a3837131b31/file-MgAj2e9vE9.gif" style="width: 698px;">
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<strong>Note:</strong> When a client pays a one-time invoice without creating an account/logging in, we do not save their payment information for future use. If your client pays additional invoices in the future, they will be required to re-enter their payment information. <br>
<br>
Subscriptions will always bill automatically each billing period (as normal), even if the client approves it without setting up an account login!
</p><p>
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</section><p>
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If your client should decide to register their account at a later date, their Paid invoice(s) will display in their account as normal! To register a client who paid without establishing an account, they will either need to
<a href="https://app.advicepay.com/forgotpass" target="_blank">enter their email here</a> or receive a new invoice/their <a href="https://advicepay.helpscoutdocs.com/article/19-client-status-is-unregistered">account invitation link</a>.
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<h3>Payment Process for Registered Clients Who Do Not Log In</h3><p>
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When you request a one-time or subscription invoice, the invoice link you send to your already-registered client will automatically send them to a page that looks like this:
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<img src="https://s3.amazonaws.com/helpscout.net/docs/assets/5a96ebd22c7d3a75495132f8/images/5cf6d7112c7d3a3837131b4c/file-tf9vVKmiYU.png" style="width: 584px;">
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Throughout this process your client may choose to pay without logging in, or they can login to their account before paying if they so choose.
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By clicking on
<strong>Pay without logging in</strong>, your client will continue with the same steps as outlined above.
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<strong>Note:</strong> Even if your client has saved payment information in their registered account, it will not display on the screen for security purposes. The client will be required to re-enter their payment information unless they choose to login to their account. If the client has two or more bank accounts in their account, they will be required to login.
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Invoices paid when the client is not logged in will be viewable via their account when they next log in!
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<h4>What about making a payment when there is a document requiring eSignature? </h4><p>
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If you attach an eSignature document to an invoice, clients who want to pay without logging in can still do so! They will be guided through the signing process first, and can then proceed to payment when all required signatures are collected.
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Where do clients login if they already have an account?
If your client already has an account they can log in using the Sign in (see image below).
Alternatively, if they want to Create an Account, they can do this right away where the link will automatically take you to create a password (this action will only happen if they click on the invoice to take them to the page to pay below). From there they can pay inside of your account.)
See the Sign in link that is located below:
If they need to reset your password, please click on the Sign in link above, then use the Forgot your password link below.
Once it opens, they will need to enter their email (only emails that are in AdvicePay will receive a password reset email link), and we will send them an automatic email from info@app.advicepay.com.
If they are not seeing the forgot password email, please be sure they search their inbox for emails from info@app.advicepay.com as it may have gone somewhere else. If they are still not seeing it after a thorough search, please have them reach out to support@advicepay.com and we can help send them a direct link to the email on file.
What about making a payment when there is a document requiring eSignature?
If you attach an eSignature document to an invoice, clients who want to pay without logging in can still do so! They will be guided through the signing process first, and can then proceed to payment when all required signatures are collected.