Reports

Sample Invoice 13

Category : Billing Invoices
Description :
  • This is an advanced level invoice generated out of billPort.
  • It is a household level invoice showing details of all accounts in a household.
  • The top sections show company logo, Invoice date, Valuation date and Period.
  • If the household has multiple schedules, they are listed numerically and each account has an annotation in parenthesis with the fee type number.
Customizations possible:
  • The look and feel and the disclosures of the invoice can be customized to match your firm.
  • The fonts, logo, lines, colors and disclosures can be customized.
  • The address block can be added to fit in a windowed envelope.


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