Invoicing Process
Contract paraplanners who work for Paraplanner.com.au can use the following options for invoicing:
- Preferred - Freshbooks
- Use a free online invoice creator
Invoice Process
- Paraplanners invoice us directly*.
- Send invoices to billing (at) paraplanner.com.au .
- 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