AdvicePay Financial Advisor Community Blog

New Feature Release: Digital Wallet Payments

May 07, 2020 By Mary Moore
Mary Moore

AdvicePay makes getting paid for your financial advice easy and convenient — for you, and your clients. So, today we are excited to announce our latest feature — digital wallet payments. This new feature provides your clients with more options to pay even faster! 

Digital wallet payments allow your clients to pay invoices with digital credit and debit cards. They can use one of these stored cards to pay quickly via Apple Pay, Google Play, or Microsoft Pay. 

Our system is mobile-friendly and clients can pay one-time or subscription invoices without creating an AdvicePay account or logging in to their existing account, so this is just the cherry on top to providing an instantaneous billing experience for you and your clients.

Get all the details from Mary Moore, Product Manager, below. 

Mobile Wallet Feature Release

 

 

How does it work:

It's as easy as 1, 2, 3 (really, it is!)

We aim to make paying invoices fast and efficient for your clients, which is why it only takes three steps to make a payment from start to finish on AdvicePay.

1. Your client receives their invoice via email and clicks Make Payment

2. Your client reviews the amount and selects Digital Wallet

3. They will select the card that they have saved in their digital wallet, and pay!

 

Questions about this feature?

Check out these HelpDesk articles:

We have a team that is happy to support you and your clients with any questions while using AdvicePay. You can get in touch with them by email at support@advicepay.com.


Coming Soon: eSignature Upgrades

We are adding some powerful new features to our eSignature feature. More details to come soon!


 

Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: Feature Releases