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AdvicePay Showcase Itemized Invoice Feedback
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1.
First name
(Required.)
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2.
Last name
(Required.)
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3.
Email
(Required.)
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4.
What is your current AdvicePay plan?
(Required.)
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?
(Required.)
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?
(Required.)
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)
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
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?
(Required.)
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?
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
11.
Anything else you’d like to share?