Invoicing Process

Contract paraplanners who work for can use the following options for invoicing:

Invoice Process

  • Paraplanners invoice us directly*.
  • Send invoices to billing (at) .
  • We use these details to invoice the adviser's company
  • On the same day that we are paid by the adviser's company, funds are transferred to the paraplanner's bank account (as shown on their invoice).

*Important Information

Each invoice must include, in the Notes section, the following information:

  • Adviser Business Name
  • Adviser Email Address
  • Client Name
  • Strategy Details
  • Paraplanner name
  • Paraplanner bank account details

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