[Account Owner] Invoices: An Overview

Invoices on AdvicePay are automatically generated when you create a payment request! You and your clients can view or save/print invoices from your account by clicking the invoice # link as shown here:

With AdvicePay invoices you’re able to:

View the invoice as 'Paid'

Once payment has been made, the invoice will update with a green 'Paid' sticker.

View the Paid Date

Invoices reflect the date the invoice was billed, the due date, and the paid date. If you  refund a payment, it will also include the refund date!

Set the date range for services on subscription

Display whether your firm charges in advance for services or in arrears for services already completed.

📍Managing settings for billing in advance or in arrears

Add your company logo

Brand invoices with your company logo, and choose whether to grant Full-Access advisor accounts uploading permissions. 

📍  How to upload your logo and manage advisor logo permissions

Add a custom disclosure

Add custom legal disclosure language to all invoices, and choose whether to grant Full-Access advisor accounts custom disclosure permissions.

📍  How to add a custom disclosure and manage advisor disclosure permissions

Manually mark an invoice as 'Paid'

This is perfect if your client paid you another way, such as with a check!

📍  How to mark an invoice as Paid

Sample Invoice

Sample Invoice in PDF when downloaded: