VisiPlan's Invoicing module
generates invoices to clients for various types
of fee-based financial planning functions performed
within the firm. It also provides the ability
to allocate cheque payments to invoices that have
been raised.
There
are eight different fee categories supplied with
the Invoicing module. Advisers can also create
new fee categories and sub-categories as required,
tailoring the fee types to the organisation’s
requirements.
The Invoicing module also gives you the ability
to add any GST charges to the invoices.
You can also use VisiPlan's invoicing system to
generate invoices to other creditors (those that
are not client-specific) by creating their name
and address details inside the Fact Find module.
