⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
How to Request a Copy of Your Invoice
If you need a duplicate copy of an invoice for your AdviserLogic subscription, follow the steps below to request it efficiently.
Email Request
Please send an email to our support team at [email protected].
Ensure the email is sent from the Practice Champion’s registered email address.
📢 Important Billing Request Guidelines
If a paraplanner or support staff submits a request, the Practice Champion must be CC’d in the email.
Billing requests are handled exclusively via email and will not be processed through calls or chat support.
⚠️ Ensure compliance to avoid delays.
Specify the Invoice Month
In your email request, clearly specify the month for which you need a copy or duplicate invoice to ensure you receive the correct document.
📌 Note
You can request a copy of invoices for the previous month if needed.
If you haven't received the original invoice for the current month, you can request a copy at the end of the month.
Invoices are issued only after payment is processed, so you cannot request an invoice for a future month.
Verification and Delivery
After receiving your invoice request via email, the Support Team will verify the details. Once verified, they will send a duplicate copy of the invoice through the same email thread for your reference.