# AdvicePay and Volty > Advisory clients email to ask whether a planning fee went through, and Volty reads the AdvicePay invoice, while staff ask it which invoices are open. Fee-only and hybrid advisory firms on AdvicePay let Volty answer clients about planning fee charges, paid dates and the next billing, while advice stays with advisors. Talk to Volty · Free trial Updated 2 Nov 2026 ## Did my fee go through A client asks about a charge. Volty reads the invoice in AdvicePay. LP Linda Patterson Email · Client Hi, I saw a charge from your firm on my card. Is that the quarterly planning fee? AdvicePay invoices · Linda Patterson · INV-1187 · Quarterly planning fee · $750 paid 2 Nov Volty Hi Linda, yes. That's your quarterly planning fee of $750, paid on 2 November. The next one is scheduled for 1 February. Would you like a copy of the invoice? Yes please Volty I've asked Daniel's assistant to email it to you today. AdvicePay invoice INV-1187 Paid Client Linda Patterson Fee Quarterly planning Amount $750 Next invoice 1 Feb 2027 Invoice status and schedule as AdvicePay records them ## What Volty does with AdvicePay AdvicePay is fee billing and payment processing software for financial advisors. Volty reaches AdvicePay through its OAuth public API, which AdvicePay offers on its Enterprise plan. Clients ask whether their planning fee went through or when the next one is due, and Volty answers from their own billing record and passes anything about advice to the advisor. - Invoice status from AdvicePay · Volty reads the client's invoices and payments before it answers. - Matched to one AdvicePay client · Volty finds the client record first, then reads only that client's invoices. - Advice stays with the advisor · Questions about investments or planning go to a named advisor. - Invoices drafted, never sent · A draft invoice goes to the home office or advisor to review and send. Connects with AdvicePay public API over OAuth 2.0 Volty reads Clients, invoices, payment status, transfers Volty can change Draft invoices only, Off by default Setup Set up by the Volty team with your operations lead Category Finance, legal & insurance Advisors stay with clients while Volty handles invoice questions. ### Which invoices are open Staff ask Volty in the team chat. Practice team Volty · Team chat K Keisha Which planning invoices are still unpaid this month? AdvicePay invoices · November · 3 invoices open · $2,850 VoltyAPP Three are open, $2,850 in total: the Hendersons ($1,200), Omar Siddiqui ($900) and Grace Liu ($750). All were sent on 1 November. ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Open invoice follow-up - When · Friday afternoons · Runs after the week's billing - Step 1 · Lists open invoices · Older than 10 days - Step 2 · Emails each client · Wording your compliance team signed off - Step 3 · Routes the replies · Fee disputes go to the advisor A client asks about an invoice and hears it read from AdvicePay. ## How Volty connects to AdvicePay AdvicePay's public API uses OAuth 2.0 with bearer tokens, and AdvicePay makes API access available on its Enterprise plan. A firm admin authorizes Volty, and the connection reads the clients and invoices you agree. - 01 · Confirm API access · Your firm needs AdvicePay's Enterprise plan, where API access is offered. - 02 · Authorize over OAuth · A firm admin signs in to AdvicePay and grants Volty access. - 03 · Limit the scope · Clients, invoices and payment status; agreements and advice notes stay out. - 04 · Approve and set switches · An admin approves once in Volty. Drafting an invoice starts Off. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Find the client in AdvicePay · Reads - List a client's invoices · Reads - Read paid date and next billing · Reads - Draft an invoice for review · Changes Reading tools can be turned on straight away. Anything that changes AdvicePay starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### Does AdvicePay offer API access on every plan? No. AdvicePay describes API access as part of its Enterprise plan. The public API uses OAuth 2.0, so a firm admin signs in to AdvicePay and authorizes the connection. Volty then reads only the clients and invoices agreed during setup. ### Will Volty discuss investments or fee changes with clients? No. Volty tells a client what was billed, when it was paid and when the next invoice is scheduled. Questions about advice, fee levels or the agreement itself go to the advisor on record. Volty does not give financial advice, and your firm stays responsible for its client communications and records. ### Can staff ask which planning fees are unpaid? Yes. In Volty's team chat, staff can ask for open invoices for the month and get the client names, amounts and send dates read from AdvicePay. Nothing is sent to clients from that answer unless someone asks. ### How much does it cost to connect AdvicePay with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - Redtail CRM Finance, legal & insurance - Wealthbox Finance, legal & insurance - QuickBooks Accounting & ERP - Outlook Email - Gmail Email All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? 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Here's what it means for your business, 8 October 2026 ## Links - [Finance, legal & insurance](https://voltade.com/integrations?category=finance) - [Redtail CRMFinance, legal & insurance](https://voltade.com/integrations/redtail-crm) - [WealthboxFinance, legal & insurance](https://voltade.com/integrations/wealthbox) - [QuickBooksAccounting & ERP](https://voltade.com/integrations/quickbooks) - [OutlookEmail](https://voltade.com/integrations/outlook) - [GmailEmail](https://voltade.com/integrations/gmail) - [All integrations](https://voltade.com/integrations)