[Read Only] Tour the Client Payment Portal

Check out this quick video tour of the AdvicePay client payment portal!


After your client sets up their account, this is what they will see immediately upon logging in to AdvicePay and before they have been issued a request for payment:

This is what your client will see immediately upon logging in to AdvicePay and after they have been a request for payment:

They can then click Make Payment to pay their invoices! If you'd like to see this in action, check out this client-facing article that walks them through the process:  How to Make a Payment


If your client clicks on the payment request link via email, they will be directed to the screen below. From there, they can pay without logging (add payment information, choose from existing payments on file, or sign in to their account), or click Sign in using the Sign in link (see image below):

Want a closer look at what your clients see in AdvicePay? Set yourself up as a test client!

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