⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
How to Update Your Invoice Billing Email Address
If you need to change the email address where you receive invoices for your AdviserLogic subscription, follow the steps below to update your billing contact details.
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.
Provide a New Email Address
When requesting a change, please specify the new email address where you wish to receive your AdviserLogic invoices to ensure uninterrupted billing communications.
📌 Note
Ensure the new email address provided is active and capable of receiving invoices to avoid any billing disruptions.
Verification and Confirmation
Submit Your Request – Once your request is received, the Support Team will update and verify the new email address.
Verification & Confirmation – After completing the update, you will receive a confirmation of the change.
Effective from Next Billing Cycle – Future invoices will be sent to the new email address starting from the next billing cycle.
✅ Ensure the new email address is active to receive billing communications without interruption.
📌 Note
If you want to add an additional email address to receive invoices, you must follow the same process as updating your primary billing email.