[Advisors] Online Check Deposit
When clients pay via check, you can process the check payment directly through AdvicePay with Online Check Deposit. This feature is managed by individual Enterprise firm accounts and so may not be available for all users. Reach out to your Home Office to learn more about potential availability!
In This Article:
Online Check Deposit on a Desktop/Laptop
Using a desktop to process checks works well if you have several checks you need to deposit and have access to a scanner that can quickly scan multiple check images.
Tip: You’ll want to save the front image and back image of checks as separate files! We recommend saving all check images before beginning the Online Check Deposit process.
To pay an invoice with Online Check Deposit on a desktop:
1. Select Tools > Online Check Deposit in the left sidebar:
2. Choose the appropriate client from the Client dropdown.
3. Choose the appropriate invoice(s) from the Invoice dropdown menu. Only unpaid invoices for your chosen client will show in the dropdown menu. You'll only be able to submit a check for an invoice that has a signed document or no document attached!
Important: The check value must total the invoice amount(s) exactly. Partial payments will produce an error.
4. Upload the images of the front and back of the check from the files on your computer. We accept JPEG, PNG, and GIF files.
5. The system will analyze the check to confirm the correct dollar amount. This will take a few seconds!
6. If the check scanner is not reading the check amount correctly, you can now override this by using the "Override the check amount " button located right below the error in red. Enter the correct amount that is on the check matching the invoice, and it will override the incorrect amount being read. It will confirm the override with a brief green pop-out in the top right corner of the screen.
7. Once the check is successfully analyzed, select Deposit Check.
8. On the Deposit Confirmation Screen, select Send Email to Client to send a confirmation email (a separate email will be sent to your client for each invoice paid). If you prefer to not send an email, select Done.
Online Check Deposit on a Touchscreen Smart Device (e.g. smartphone or tablet)
This works well for uploading a check image for only one invoice.
If using an Apple product (e.g. iPhone), you will need to use one of the following as your internet browser to upload images:
- Safari
- Chrome, as long as it is iOS 14.3 or later
To pay an invoice with Online Check Deposit on a touch screen smart device:
1. Log in to your AdvicePay account in a browser on your smart device. Select Tools > Online Check Deposit in the left sidebar:
2. Choose the appropriate client from the Client dropdown menu.
3. Choose the appropriate invoice(s) from the Invoice dropdown menu. Only unpaid invoices for your chosen client will show in the dropdown menu. You'll only be able to submit a check for an invoice that has a signed document or no document attached!
Important: The check value must total the invoice amount(s) exactly. Partial payments will produce an error.
4. Upload the front image of the check. Be sure to enable your camera on your device and select Capture Image.
5. Review the image and select Keep It!
6. The system will analyze the check to confirm the correct dollar amount. This will take a few seconds!
7. If the check scanner is not reading the check amount correctly, you can now override this by using the "Override the check amount " button located right below the error in red. Enter the correct amount that is on the check matching the invoice, and it will override the incorrect amount being read. It will confirm this with a brief green pop-out in the top right corner of the screen.
8. Once the check is successfully analyzed, select Deposit Check. On the Deposit Confirmation Screen, select Send Email to Client to send a confirmation email (a separate email will be sent to your client for each invoice paid). If you prefer to not send an email, select Done.
Viewing Check Images on Paid Invoices
Important: The option to see the Transfers tab on your sidebar in AdvicePay may or may not be available for Advisors under Enterprise firms.
For invoices paid via Online Check Deposit, you can view the check image inside your AdvicePay account. For information on how clients can view the check images, see this article on our client help desk.
1. To view your invoices, navigate to Checks > Transfers in the left sidebar:
2. Identify the transaction you’d like to view the check image for and select View Check from the dropdown menu:
3. A pop up box will appear with the check images:
