AdvicePay Showcase Itemized Invoice Feedback

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* 1. First name

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* 2. Last name

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* 3. Email

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* 4. What is your current AdvicePay plan?

Essential

Professional

Enterprise

I'm not sure

I'm not a customer

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* 5. How many advisors offer financial planning at your firm?

1 advisor

2-10 advisors

10-20 advisors

21+ advisors

I'm not sure

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* 6. Would you prefer a more structured or more flexible approach to creating itemized invoices?

Structured: Products and prices defined at the firm level, with minimal customization per-invoice

Flexible: Customizable line-items that can easily be changed when generating an invoice

Other (please specify)

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* 7. Is sales tax a concern when managing your invoices?

Yes, calculating and displaying sales tax correctly is critical

Somewhat, we include sales tax but it’s not a major concern

No, we don’t deal with sales tax

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* 8. Currently, the “Description of Services” feature in AdvicePay is used to expand on the details of an invoice. What challenges or gaps exist with this approach?

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* 9. How important to you is an itemized invoice feature?

Critical: We need this feature urgently

Important: It would save us significant time or effort

Nice to have: It’s not essential, but would be helpful

Unnecessary: We don’t need this feature

If you don’t consider itemized invoices to be critical, what other areas of the AdvicePay platform are more important to you?

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* 10. Would you be willing to participate in other exploratory conversations about itemized invoices? Check all that apply.

Surveys

Video/phone call

Usability/beta testing

AdvicePay Showcase Itemized Invoice Feedback

Question Title

* 1. First name

Question Title

* 2. Last name

Question Title

* 3. Email

Question Title

* 4. What is your current AdvicePay plan?

Question Title

* 5. How many advisors offer financial planning at your firm?

Question Title

* 6. Would you prefer a more structured or more flexible approach to creating itemized invoices?

Question Title

* 7. Is sales tax a concern when managing your invoices?

Question Title

* 8. Currently, the “Description of Services” feature in AdvicePay is used to expand on the details of an invoice. What challenges or gaps exist with this approach?

Question Title

* 9. How important to you is an itemized invoice feature?

Question Title

* 10. Would you be willing to participate in other exploratory conversations about itemized invoices? Check all that apply.

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* 11. Anything else you’d like to share?