12/6/2023 0 Comments Custom billing invoices![]() ![]() ![]() Save your standard service descriptions to speed up payment requests! Firm-wide Service Descriptions 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. If a Fee Calculator is used when creating a client's invoice, by default the calculation will display on client's invoices. You also have the option to individually adjust whether a subscription should bill in advance or arrears during the payment request process! It will not change the date range on historical invoices. Updates to this setting will change the date range on future subscriptions that you issue. When you request a subscription payment, you will see the default invoice date ranges looking forward or backward based on your settings here. To change your invoice date range settings, go to Firm Settings > Invoice, select Bill in advance or Bill in arrears, then click Save. To add custom disclosure language, enter your text in the Invoice Disclosure box, then click Save. (There is no character limit.)īy default the invoice date range on subscription (recurring) invoices is Bill in advance. This language will appear at the bottom of every invoice - including those already issued! Include your own legal disclosure when invoicing clients under the Firm Settings > Invoice section. To enable Standard advisors to edit, replace, or add their own details for their clients' invoices, toggle Enable advisors and offices to include their own additional information to on. 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.) To enable Standard advisors to add a different logo for their clients' invoices, toggle Enable advisors and offices to override logo image to on. 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. Note that you can make the selection box larger or smaller as well:ģ. 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. Tip: 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.Ģ. Accepted File Types: JPG, PNG, GIF, SVG | Under Firm Logo, d rag 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. To get started, head on over to Firm Settings > Company.ġ. Our logo in emails to all clients firm-wide.The large "INVOICE - #" header on all client invoices firm-wide (including those already issued).Our logo in the upper left hand corner of AdvicePay for both you and all clients firm-wide.Invoice Date Ranges: In Advance or In ArrearsĬustomize the AdvicePay experience for your firm's clients by replacing our logo with your own business logo!. ![]() More information on our plans can be found here! In This Article: Firm Invoice Settings: Logos, Custom Disclosures, Billing in Advance or Arrears, and More! Custom logos and disclosures are not available on the Essential plan.
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