[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' status.

• 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.(If applicable by the firm) Brand invoices with your company logo (permissions set by the Firm Manager account).  Info on:  How to upload your logo

• Add a custom disclosure. (If applicable by the firm) Add custom legal disclosure language to all invoices (permissions set by the Firm Manager account) Info on:  How to add a custom disclosure

• Manually mark an invoice as 'Paid'.  (If applicable by the firm) This is perfect if your client paid you another way, such as with a check! Info on:  How to mark an invoice as Paid

• Add Invoice Notes (If applicable by your firm)

Sample Invoice

(Notes are optional depending on the firm)

Sample Invoice in PDF when downloaded:

*(Notes are optional depending on the firm)