Note: This feature is only available on the Ascend Plus plan. See more about Ascend Plus here.

• What is an Invoice?

• How to Create an Invoice

• Invoice Timeline

• Email Notifications for Invoices

• Frequently Asked Questions

• Invoices are one-time payments made from a client directly to your organization

• Invoices cannot be financed -- only Programs can be financed

• Ascend does not fund agency accounts or carriers from one-time invoices

1. Select Invoices from the navigation bar at the top of the dashboard
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2. Select New invoice from the top right corner of the page.

   

3. Fill out the invoice details, and click Create Invoice

4. After creation, send the Invoice to your client by clicking Send email

   

The invoice timeline is affected by your client's payment method. ACH payments take 3-5 business days to process from the customer's account to Ascend's account; credit cards process instantly.

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​For the shortest possible invoice timeline, have your client pay via Credit Card.

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• Day 0: Client's payment clears to Ascend

• Day 1: Ascend will initiate ACH transfer of funds to your organization

• Day 2: Funds will clear to your organization

⚠️ Please keep in mind, if your client pays via ACH this timeline will be extended by the number of days it takes your client's payment to fully process, typically 3-5 business days.

Email #1: The client will only receive one email requesting payment for the invoice

• Your team can manually re-send the invoice email as many times as necessary through our platform by clicking the Send email button again

Email #2: When the client has initiated payment via ACH transfer, both the client and MGA user who created the invoice will receive an email notification of the processing payment

• This email is not sent when the client pays via Credit Card

Email #3: Once the client's payment is fully processed and clears to Ascend, both the client and user will receive an email notification of the completed payment

Email# 4: When Ascend transfers funds to your organization, the admin and accountant users will receive an email notification of the remittance

• Your client will see a very similar experience to the program checkout flow, where they enter in their payment information and complete payment.

  

• Yes, you can refund an invoice payment by select Refund in the top right corner of the Invoice page.

• The refund amount cannot be greater than the amount paid

• Transaction fees are typically non-refundable

• Yes, invoice payments show up in the Receivables tab of the Accounting page. The Accounting page is only available to Admin and Accountant user types.

Need more help? Contact us at support@useascend.com for more help.