Invoice Settings: Logos, Custom Disclosures, Billing in Advance or Arrears, and More!

Custom logos and disclosures are not available on the Essential plan. Standard advisors can only add personal service descriptions.  More information on our plans can be found here.

In This Article:

Customize the AdvicePay experience for your clients by replacing our logo with your own business logo! 

Your custom logo will replace:

  • Our logo in the upper left hand corner of AdvicePay for both you and your clients
  • The large "INVOICE - #" header on all client invoices (including those already issued)
  • Our logo in emails to clients

To get started, head on over to Firm Settings > Company

1. Under Firm Logo, drag and drop your logo into the upload box, or click the box to bring up an upload window and select a file from your computer. 

Accepted File Types: JPG, PNG, GIF, SVG   |  Size Limit: 1 MB

Need to make adjustments to your logo in order to upload it? You might try an online editor like Canva or Pixlr! To reduce your file size, you can use an image compression website like TinyJPG. 🙂

2. Use the Finalize Logo controls to crop and/or resize the logo if necessary by zooming in or out so that it fits within the rectangle selection box. Note that you can make the selection box larger or smaller as well! 

3. Click the "✓" button in your control area to save and return to your settings. To remove your logo at any time, just click the Delete link.

Adding More Info to Invoices

Here you can add Additional Information, such as a company address, phone number, etc! (There are no hard character limits.)

This area will not display if it has not been turned on at the firm or office level.

Adding a Custom Disclosure to an Invoice

Include your own legal disclosure when invoicing clients under the Firm Settings > Invoice section. This language will appear at the bottom of every invoice -- including those already issued!

To add custom disclosure language, enter your text in the Invoice Disclosure box, then click Save. (There are no hard character limits.)

Billing in Advance or Arrears

By default the invoice date range on subscription (recurring) invoices is Bill in advance. To change your invoice date range settings, go to  Firm Settings > Invoice, select Bill in advance or Bill in arrears, then click Save.

When you request a subscription payment, you will see the default invoice date ranges looking forward or backward based on your settings here. You also have the option to adjust whether a specific subscription should bill in advance or arrears during the payment request process.

Updates to this setting will change the date range on future subscriptions that you issue. It will not change the date range on historical invoices.

Fee Calculation

Using the Fee Calculator to calculate planning fees? By default we display an invoice with its attached fee calculation. If you'd like to turn this off (so clients can't see the calculation breakdown on their invoices), head to Firm Settings > Invoice and toggle the "Show the fee calculation on all invoices firm-wide" button to off.

Description of Service

Save your standard service descriptions to speed up payment requests! 

Firm-wide Service Descriptions

To enter a service description for inclusion on invoices requested by any firm user, go to Firm Settings > Invoice, select New Service Description, enter a brief title and the description, then click Save.

To change an existing description, click Edit. To remove a description, click the X button.

Personal Service Descriptions

To enter your own personal service description for inclusion on invoices requested by you, go to Account Settings > Invoice, select New Service Description, enter a brief title and the description, then click Save:

Personal descriptions can also be added, edited, or deleted when creating a client invoice. 

To add a description this way, go to Request Payment, enter your desired text under Description of Services, and click the blue Save description for use later link:

Or, click the Description of Services drop down menu and hover over existing description titles to see the Edit and Delete options:

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