Invoice Settings in Advisor's Growth

Invoice Settings in Advisor's Growth

Customizing your invoice settings allows you to tailor the invoice appearance, terms, and notifications to suit your business needs. This guide will cover the options available for configuring invoice settings in Advisor's Growth.

Navigating Invoice Settings

To access your invoice settings, go to:
Payments > Invoices > Gear Icon

Customizing Invoice Details

1. Business Information:
   You can add or edit your business information such as logo, name, address, and website. You can also include custom values to personalize your invoices further.

2. Email Configurations:
   Configure the "From" name and email address for sending invoices.

3. Invoice Title and Terms:
   Customize the default title, terms, and notes for your invoices. The editor allows for rich formatting like line breaks, links, and other enhancements to help communicate your terms effectively.

4. Payment Settings:
   Define when invoices are due by specifying a set number of days and enable partial payments. You can toggle the auto partial payment option to allow customers to pay in smaller increments.

Scheduling Multiple Reminders

Increase your chances of getting paid on time by scheduling payment reminders directly within the settings:

1. Go to Settings in the Invoices section.

2. Click on Reminder Settings.

3. Configure reminder details, such as the reminder name, template (for both email and SMS), reminder frequency, and the number of reminders.

4. Add or delete reminders as needed to fit your payment collection strategy.

Partial Payments for Customers

This feature enables customers to pay a minimum percentage of their invoice. It's perfect for situations where you want to offer more flexible payment options.

How to Set Up Partial Payments:

1. Ensure you have a payment gateway integrated (Stripe, Authorize.net, NMI).

2. Go to Payments > Invoices > Invoice Settings.

3. Click on Payment Settings and enable the Partial Payments toggle.

4. Enter the minimum percentage required for payment, based on the total invoice amount.

5. Save your settings.

State Dropdown for Invoices

The State Dropdown feature ensures that all invoices capture accurate state information, reducing errors and streamlining the invoicing process.

How to Use:
During invoice creation or editing, simply select the appropriate state from the dropdown in the relevant fields. Be sure to save the changes.

Custom Fields

Add custom fields to your invoices based on your preferences. This allows you to capture additional information or include personalized details on your invoices.

Customer Notifications

You can customize the notifications your customers receive related to their invoices:

• Invoice Received

• Invoice Payment Successful

• Invoice Payment Failed

• Auto Payment Information

• Auto Payment Failed

You can choose between default templates or create your own custom versions.

Team Notifications

These notifications keep your team informed when invoices are paid, failed, or skipped:

• Invoice Payment Successful

• Invoice Payment Failed

• Auto Payment Failed

• Auto Payment Skipped

• Invoice Could Not Be Sent

Enable or disable these notifications, and select or customize templates as needed.

Zero Amount Invoices

You can now generate $0 invoices, which can be useful for providing discounts or free products.

How to Create a $0 Invoice:

1. Create a new invoice.

2. Add a product and apply a discount.

3. You can either apply a 100% discount or a custom discount amount that brings the total to $0.

4. Complete the invoice by filling out the payee’s information.

5. Optionally, use the manual payment recording feature to add any relevant notes.

Once a $0 invoice is created, a receipt will be automatically generated.

Buy Now Pay Later (BNPL) for Invoices

BNPL payment methods like Klarna, Affirm, and Afterpay/Clearpay are now available for one-time or recurring invoices (without auto-payment) through Stripe.

How to Enable BNPL:
You can manage the availability of these payment methods in your Stripe dashboard by configuring the invoice payment settings.

Payment Plans

The payment plans feature allows you to break down invoices into multiple installments, perfect for larger jobs requiring deposits or staggered payments.

How to Set Up Payment Plans:

1. Create a new invoice.

2. Add Payment Plan: Specify whether the payments are based on a percentage or a fixed amount.

3. Set Dates and Amounts: Define the installment dates and the payment amounts or percentages.

4. Adjust Payment Schedule: If needed, modify the payment dates or amounts before sending.

5. Review and Send: Once finalized, review the details and send the invoice to the customer.