General FAQ

Popular questions about how things work around here

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• [Account Owner] Can I add another email to my account?
• [Account Owner] Can I pass along credit card processing fees to the client?
• [Account Owner] A client forgot their password! How do they reset it?
• [Account Owner] Is there an additional fee if a client pays by credit card?
• [Account Owner] Can I bill couples or add a second user to a client's account?
• [Account Owner] Bank Accounts with Fraud Filters or Blocks
• [Account Owner] Can you turn off my client's email notifications?
• [Account Owner] Can I bill a business instead of an individual?
• [Account Owner] What is the minimum and maximum amount I can charge?
• [Account Owner] Why can't I add a client?
• [Account Owner] How to add emails from AdvicePay to your safe sender/allow list!
• [Account Owner] What is the session timeout on AdvicePay?
• [Account Owner] FAQ for 2024 1099-Ks