Online Payment Collection for Financial Advisors
Add a 'Pay Now' button to every invoice and let clients pay instantly by credit card, debit card, bank transfer, or PayPal. Get paid in hours, not weeks. Here's how financial advisors use it to spend less time on admin and more time doing billable work.
Try free →Why Financial Advisors need online payment collection
Financial Advisors typically send 15–40/month and bill on a retainerbasis. Here's what makes online payment collection especially valuable for this workflow:
Clients pay in one click from their email
Funds in your account within 1–2 business days
20+ payment gateway integrations
No merchant account setup required
How it works for Financial Advisors
Connect your Stripe, PayPal, or bank account
BillingBee adds a 'Pay Now' button to every invoice automatically
Client clicks, enters their payment details, confirms
Invoice marked paid instantly — no manual reconciliation
Billing pain points this solves for Financial Advisors
Compliance-sensitive billing descriptions
AUM fee invoicing
Regulatory compliant invoice format
Client confidentiality
Common use cases
Start using Online Payment Collection as a Financial Advisor
Built for retainer billing. Financial Advisors send 15–40/month on average — BillingBee handles it all.
Start free — no credit card neededFree plan available · No credit card required · Cancel anytime