AdvicePay Financial Advisor Community Blog

New Feature Release: Subscription & Invoice Screens

January 23, 2019 By Mary Moore
Mary Moore

We're excited to introduce you to our newest feature enhancement: subscription and invoice screens.

We've split out our get paid screen into two separate views to help you do more. Now, you can enjoy simplified tables, an updated look, and individual screens for each invoice and subscription.  

WHAT YOU CAN DO:

  • Send reminders for unpaid invoices and subscriptions
  • View the payout status on a payment
  • View payments associated with a subscription
  • View the contract associated with an invoice or subscription
  • View the first invoice on an unpaid subscription

 

Take a look at our new screens below!

All the best, 

Mary-Signature

on behalf of the AdvicePay Team


Subscription Screen

You can now send reminders for unpaid subscriptions, view all payments associated with a subscription, and view the contract associated with a subscription from this screen.

Screen Shot 2019-01-22 at 3.36.08 PM

 

Invoice Screen

From here, you can view the status of of payments, send reminders for unpaid invoices, and view the contract associated with an invoice. Sort the data by status to review how your invoices are progressing overall.

Screen Shot 2019-01-23 at 12.50.28 PM


New Features:

View the history of payments associated with a subscription

Screen Shot 2019-01-22 at 3.30.39 PM

View the contract associated with a subscription

From here you can view an individual client's invoice and subscription screen. You will notice more detailed information such as next bill date, creation date, and frequency.

Screen Shot 2019-01-22 at 3.32.02 PM

Send a document

With our eSignature integration, you can send a document directly to your client to sign before paying. 

Screen Shot 2019-01-22 at 3.33.47 PM

Questions on these features? View the full HelpDesk article.


DO YOU HAVE AN IDEA FOR ADVICEPAY?

We'd love to hear from you! Visit our new idea submission page on our (fancier!) website anytime to share your thoughts with our team! 

Topics: Feature Releases