Firm Settings: Logos, Invoices, Custom Disclosures, Billing in Advance or Arrears, and More!
Custom logos and disclosures are not available on the Essential plan. More information on our plans can be found here!
In This Article:
Uploading a Custom Logo
Customize the AdvicePay experience for your firm's 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 all clients firm-wide
- The large "INVOICE - #" header on all client invoices firm-wide (including those already issued)
- Our logo in emails to all clients firm-wide
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
To enable Standard advisors to add a different logo for their clients' invoices, toggle Enable advisors and offices to override logo image to "on."
Tip: If you need to make adjustments to your logo, 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, click the Delete link.
Invoice Date
When this setting is enabled and turned "on," it will allow Advisors to set a future Invoice date to schedule when invoices are delivered to clients. Clients won't be able to view, edit, or pay it until the due date. This allows advisors to prepare invoices in advance while controlling the exact delivery timing.
Invoice Date Ranges: Advance or in 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.
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.
You also have the option to individually adjust whether a subscription should be billed in advance or arrears during the payment request process!
General Client Settings
Control whether to:
- Allow advisors to create clients
- Allow advisors to edit clients
- Allow Advisors to delete clients
Fee Calculation
If a Fee Calculator is used when creating a client's invoice, by default the calculation will display on client's invoices.
To hide the calculation from client invoices, head to Firm Settings > Invoice and toggle the "Show the fee calculation on all invoices firm-wide" button to off.
Adding More Information to Invoices
Under Firm Settings > Invoice > Additional Information you can include other details to appear on all invoices firm-wide, such as a company address or phone number! (There is no character limit.)
When finished, click Save.
To enable Standard advisors to edit, replace, or add their details for their clients' invoices, toggle Enable advisors and offices to include their own additional information to on.
Adding a Custom Disclosure to an Invoice
Include your 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 is no character limit.)
Invoice Notes
When toggled "on," this setting allows Advisors to add notes to any invoice or subscription.
These notes will appear on the invoice sent to your client. If there is an upfront invoice + subscription, notes will be visible on both separately. When this is toggled "off," they won't see the option to send notes.
Here is what they will see in their view to add notes below the Description of Services:
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, and then click Save.
To change an existing description, click Edit. To remove a description, click the X button.
Personal Service Descriptions
To set up additional personal service descriptions for inclusion on invoices to clients assigned to you, see this article!
eSignature Voided Document Setting
When documents are voided by the Home Office Admin or the Account Owner, there is an email that will be sent to let them know.
This settings is located in Firm Settings> Emails and Notifications> Advisor Settings.
This setting can be kept "on"(green) or "off" to notify advisors when a document is voided/
When this is "on", Advisors will receive an email similar to the one below if their document is voided. The header of the email will show as Document Voided:
Enable advisors to create clients
If you'd like for Advisors to create clients in AdvicePay, to ensure this is allowed, toggle "on (green) the setting located under Firm Settings, Client:
