[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)
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
