[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. Learn more about how to 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. Learn more about: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. Learn more about 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!Learn more about How to mark an invoice as Paid

• Add Invoice Notes Firm Settings

Sample Invoice:

(Notes are optional depending on the firm)

Sample Invoice in PDF when downloaded:

(Notes are optional depending on the firm)