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, then at the top right arrow use the dropdown to View Invoice, Print, or Download.

With AdvicePay invoices, you’re able to:

View the invoice as 'Paid'

• Once payment has been made, the invoice will be updated 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 you refund a payment, it will also include the refund date.

Set the date range for services on the subscription

• Professional and Enterprise accounts can display whether they charge in advance for services or in arrears for services already completed.

📍Managing settings for billing in advance or in arrears

Add your company logo

• Professional and Enterprise accounts can brand their invoices with their own business logo.

📍How to upload your logo

Add a custom disclosure

• Professional and Enterprise accounts can add custom legal disclosure language to invoices.

📍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: