Reports

Sample Invoice 11

Category : Billing Invoices
Description :
  • This is a standard invoice generated out of billPort.
  • It is an account level invoice.
  • In this invoice, left side shows the description and the right hand side show the respective amount for each item.
  • The Effective annualized rate on total assets is displayed at the top section in addition to the Assets and fee.
Customizations possible:
  • The look and feel and the disclosures of the invoice can be customized to match your firm.
  • The address block can be added to fit in a windowed envelope.
  • Additional components such as fee credits, other fees, etc. can be incorporated in this invoice.


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