Invoicing

Invoices are:

sent upon completion of the first draft of the SoA (paraplanners will make an changes at no cost unless additional strategies are proposed)
payable within 7 days
sent via email from Freshbooks

We have chosen to use Freshbooks as it provides the following benefits for advisers:

Itemised tasks
Option to save as pdf. document or print invoice
Ability to view account statement and see records of past payments
Ability to pay invoices using direct deposit (preferred) or via credit card payment