Reports

Sample Invoice 8

Category : Billing Invoices
Description :
  • This is a standard level invoice generated out of billPort.
  • It is a household level invoice showing details of all accounts in a household.
  • The Effective annualized rate on total assets is displayed at the top section in addition to the Assets and fee.
  • The fee credits, if any, can be shown for each account separately as shown on the sample invoice.
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.
  • The fonts, logo, lines, colors and disclosures can be customized.
  • The account number can be suppressed to show xxxx for first 4 digits of account number for security purpose.


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