AdvicePay Showcase Itemized Invoice Feedback

1.First name(Required.)
2.Last name(Required.)
3.Email(Required.)
4.What is your current AdvicePay plan?(Required.)
5.How many advisors offer financial planning at your firm?(Required.)
6.Would you prefer a more structured or more flexible approach to creating itemized invoices?(Required.)
7.Is sales tax a concern when managing your invoices?
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?
9.How important to you is an itemized invoice feature?(Required.)
10.Would you be willing to participate in other exploratory conversations about itemized invoices? Check all that apply.
11.Anything else you’d like to share?