1. What is a Subscription Invoice

2. How to Create a Subscription Invoice

3. Subscription Invoice Timeline

4. Email Notifications for Subscription Invoices

5. Frequently Asked Questions

• Subscription Invoices are recurring payments made from a client directly to your organization

• Subscription Invoices cannot be financed, only Programs can be financed

• Ascend does not fund carriers/MGAs for Subscription Invoices

1. Select Invoices from the navigation bar at the top of the dashboard
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2. Select the Subscriptions tab

   

3. Select New subscription from the top right corner of the page.

   

4. Fill out the subscription details, and click Create

   

5. 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; credit cards process instantly.

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

• 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.

• The client will only receive one email requesting payment for the subscription invoice.

  • Your team can manually re-send the subscription invoice email as many times as necessary through our platform
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• When the client has initiated payment via ACH transfer, both the client and user who created the subscriptions will receive an email notification of the processing payment

  • This email is not sent when the client pays via Credit Card.
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• Once the client's payment is fully processed and clears to Ascend, both the client and agency user will receive an email notification of the completed payment
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• When Ascend transfers funds to your organization, a remittance report will be sent to your team's accountants and any users subscribed to remittance report emails.
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• The client will receive email reminders for upcoming installment payments.

  • If Autopay is ON, the client will receive an email reminder 3 days before the payment method is charged

  • If Autopay if OFF, the client will receive an email reminder 20 days before due, as well as 7, 3, 2, and 1 day before due. If the customer pays before the due date, the email reminders will stop at that time.

Can I create a single invoice?

• Yes, that feature is called Invoices.

What does the invoice look like to my customer?

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

  

Can I refund an Subscription Invoice?

• 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 non-refundable

Do Subscription Invoice payments show up on the Accounting page?

• 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.