Sample Invoice 7
Category : Billing Invoices
- This is an advanced level invoice generated out of billPort.
- It is a household level invoice showing details of all accounts in a household.
- This invoice shows Account name and number in one column.
- The account number can be suppressed to show xxxx for first 4 digits of account number for security purpose.
- The Effective annualized rate on total assets is displayed at the top section in addition to the Assets and fee.
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- 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.
- The fonts, logo, lines, colors and disclosures can be customized.