AdvicePay Financial Advisor Community Blog

New Feature Release: Invoice Filtering and Exporting

August 15, 2019 By Mary Moore
Mary Moore

Some of our best ideas for system improvements and enhancements have come from AdvicePay users (we're pretty proud of that!) and today's feature release isn't any different. Based on feedback from our users, we have been able to make our invoices page even more powerful! 

Get all the details from Mary Moore, Product Owner. 


What's New?

Invoice Page

Have you ever wanted to view  all invoices from one-time invoices and subscription payments in one place? Well now you can! This new feature allows you to easily view and pull up all payments from a single client, regardless if it was a subscription or one-time invoice. 

Invoice Page

Filter Invoices

Now that you are able to view all invoice data in one place, we wanted to make the page even more intuitive. We have added the ability for you to filter out invoices based on the information you want to see. For example, you can filter invoices by status of payment, client names, and more!


invoice filter gif

If that wasn't enough, we have also added the ability for you export those data results to a CSV, or you can download the invoice in a PDF format to keep for your records. 

Download Invoices

Questions about this feature?

Check out our full HelpDesk article.

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Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: Feature Releases