Reports

Sample Invoice 7

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.
  • 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.
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.
  • The fonts, logo, lines, colors and disclosures can be customized.


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