AdvicePay Financial Advisor Community Blog

Feature Release: Client Experience Redesigned

June 05, 2019 By Mary Moore
Mary Moore

We love your clients (almost) as much as you do! At AdvicePay, we are committed to providing a seamless experience not only for you, but also for your clients. That is why we decided to add the option for clients to make one-time payments without logging in and also completely redesign the client payment flow. Check out all the details below to see exactly what your clients experience in AdvicePay.

 

 

 

One-Time Payment Without Logging In

Paired with a swanky new design, this new feature makes it easier than ever for your clients to pay one-time invoices.This is especially helpful for when you have one-time clients, one-off bills, etc.

Your clients no longer have to login -- they can just simply enter in their billing information and pay their one-time invoice. It's as easy as 1,2,3. (Really, it is!) Check out the three steps below that your clients will take to pay one-time invoices. 

 

1. Clients receive an email informing them that they have an invoice.

Client Experience 3

 

 

2. If it’s a one-time invoice they can choose to pay it without creating an account/logging in.

Client Experience 2

3. They enter in their card information, confirm, and they are done!

Client Experience 1

 *Please note, one-time payments without logging can only be used with credit cards.


Want to learn more about the client experience in AdvicePay?

Check out these HelpDesk articles


We’re Here for You and Your Clients

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.


 

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