Reports

Sample Invoice 2

Category : Billing Invoices
Description :
  • This is an advanced invoice generated out of billPort.
  • The top sections show company logo, Invoice date, Valuation date and Period.
  • It is based on the household level and shows details of all accounts contained in that household.
  • This invoice displays the fee schedule, the flat fees applied to the respective accounts and the exclusions.
  • 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 that includes fonts, lines, colors, spacing, logos, layout, etc.
  • Adding/Removing of columns can be customized to match your firm.
  • Sequencing and alignment of components can also be changed.


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