⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
Changing the Frequency or Date of Your Direct Debit Payments
If you need to update the frequency or date of your AdviserLogic subscription payments via direct debit, follow the steps below to make the necessary changes.
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 Frequency and Date
Direct Debit Payment Frequency & Date Options
Payment Frequency: You can set your invoice payments to be deducted monthly or yearly via direct debit.
Payment Date Selection: Choose a payment date from the first week of the month that best suits your billing preferences.
Ongoing Payments: Once set, subsequent payments will be automatically deducted on the selected date each month.
🪙 Ensure your selected payment date aligns with your financial planning.
Verification and Confirmation
Once your request is received, the Support Team will update and verify the new payment frequency and/or date.
Verification & Confirmation – After the update is completed, you will receive a confirmation of the changes.
Effective from Next Billing Cycle – Payments will be deducted based on the updated frequency and date starting from the next billing cycle.
🪙 Ensure your request is submitted in advance to avoid any billing disruptions.
📌 Note
If you are unable to make the payment in the first week of a particular month, please inform us in advance.
⚠️ We can make a one-time exception to allow the payment via direct debit between the 1st and 15th for that month only.