Financial Advisor News & Information

Feature Release: Client Experience Redesigned

Written by Mary Moore | Jun 5, 2019 10:42:17 PM

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.

Recent Update! This Feature Release Has NEW Enhancements

You can now offer your clients even MORE payment options. ALL payments can now be paid without your client having to create an AdvicePay account. Your clients can now pay their subscription and one-time invoices via credit card or ACH without having to log-in. 

Read the full blog post below to get all the details.

 

 

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 or subscriptions. This is especially helpful when you have one-time clients, one-off bills, etc.

Your clients no longer have to log in -- they can just simply enter their billing information and pay their one-time invoice or subscription. 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.

 

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


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

 

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.