Sample Invoice 5
Category : Billing Invoices
- This is standard invoice generated out of billPort.
- The top sections show company logo, Invoice date, Valuation date, period and total fee.
- It is a household level invoice showing details of all accounts in a household.
- This invoice displays the fee schedule, the flat fees applied to the respective accounts and the exclusions.
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- The look and feel and the disclosures of the invoice can be customized to match your firm.
- Adding/Removing of columns can be customized to match your firm.
- Sequencing and alignment of components can be managed.
- The address block can be added to fit in a windowed envelope.