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 within your respective accounts.

To do this, click the invoice # link as shown below, then the top right arrow, and 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. Learn more at: 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. Learn more about: How to upload your logo

• Add a custom disclosure. Professional and Enterprise accounts can add custom legal disclosure language to invoices. Learn more about: 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! Learn more about: How to mark an invoice as Paid

• Add Invoice Notes  Firm Settings

Sample Invoice

Sample Invoice in PDF fromat when downloaded: