[Advisors] 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 a payment is refunded, it will also include the refund date!
Add your company logo
Brand invoices with your company logo (permissions set by the Firm Manager account)
Add a custom disclosure
Add custom legal disclosure language to all invoices (permissions set by the Firm Manager account)
📍 How to add a custom disclosure
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:
