General FAQ
Some popular questions and topics about how things work around here!
- [Account Owner] How to Edit a Client's Profile: Name, Email, etc.
- [Account Owner] Can I bill couples or add a second user to a client's account?
- [Account Owner] Can I bill a business instead of an individual?
- [Account Owner] Can I add another email to my account?
- [Account Owner] Refunding Clients
- [Account Owner] Deleting a Client
- [Account Owner] How do I send my own invoice reminder to a client?
- [Account Owner] A client forgot their password!
- [Account Owner] Can you turn off my client's email notifications?
- [Account Owner] I can't add a client!
- [Account Owner] What are the fees on AdvicePay?
- [Account Owner] Is there an additional fee if a client pays by credit card?
- [Account Owner] Can I pass along credit card processing fees to the client?
- [Account Owner] What is the minimum amount I can charge?
- [Account Owner] How do I find my ACH account or routing number?
- [Account Owner] How to contact us (and why we don't offer phone support)
- [Account Owner] Do you issue 1099k's?
- [Account Owner] Our bank account has a fraud filter in place or doesn't allow debits. How do I approve AdvicePay?
- [Account Owner] Limit Client Payment Method to ACH or Credit Cards
- [Account Owner] Disputed Payments