Payment Links for Financial Advisors
Generate a secure payment link for any invoice and share it via email, text, or social media. Clients pay in seconds without logging into a portal. 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 payment links
Financial Advisors typically send 15–40/month and bill on a retainerbasis. Here's what makes payment links especially valuable for this workflow:
Clients pay in 2 clicks from any device
Works via email, WhatsApp, SMS, or social
No account required for clients to pay
Real-time payment notifications
How it works for Financial Advisors
Generate an invoice in BillingBee
Click 'Get payment link' — a unique secure URL is created
Share the link however you like — email, WhatsApp, text
Client clicks, enters card details, pays — you're notified instantly
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 Payment Links as a Financial Advisor
Built for retainer billing. Financial Advisors send 15–40/month on average — BillingBee handles it all.
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