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

Find out more about Freshbooks here.

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