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⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
How to Read Your Invoice
Understanding the various sections of your invoice from Morningstar AdviserLogic will help you keep track of your charges and payments efficiently. Below is a detailed explanation of each section of your invoice
Contract Term | Period the invoice covers |
Invoice Date | Shows the date on which the invoice was generated |
Bill To/Ship To | Displays the name of the practice or AFSL (Australian Financial Services Licensee) to whom the invoice is charged. |
Description | Provides the name of the product for which you are being charged. Please refer to the Product Types guide for further information. |
Amount | The amount charged for the product you are using, excluding GST (Goods and Services Tax) |
Tax | Shows the GST amount applicable to the product amount |
Total | The total amount of the product you are using, including GST |
Invoice Total (GST 10%) | This reflects the aggregate amount of all the products you are using, including GST |
Payments | Reflects the amount only when the payment is made via direct debit. If no direct debit payment has been made, this section will be blank |
Credits/Adjustments | Shows any amounts that need to be adjusted against the current month’s charges |
Balance Due | The remaining amount to be paid, especially when payment is made via EFT (Electronic Funds Transfer) or when the invoice amount is more, and the payment made is less |
Due Date | The date on which the invoice is due. The due date and the invoice date will be the same |
Bank Transfer | Provides the bank account details of Morningstar, which can be used to make payments via EFT |
📌Note
The invoice details explained above are applicable for products such as Morningstar AdviserLogic, AFSL Dashboard, PayLogic, and Finametrica only.
By familiarising yourself with these sections, you can ensure accurate tracking and timely payment of your invoices.
If you need further help understanding the details in your invoice, please send an email to AdviserLogic Support - [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.
Details to Include
In your email, specify the details or sections of the invoice you need clarification on. This will help us provide accurate and prompt assistance.
Process - What to Expect
Once your request is received, AdviserLogic Support will forward it to the billing team.
The billing team will review your inquiry and provide the necessary clarification.
AdviserLogic Support will then share the billing team's response with you.
If you have any further questions or need additional assistance, please do not hesitate to contact us.
⚠️Note
There is no direct phone line to the billing team. The most efficient means of resolving your query is by following this process. We fully understand the urgency of your billing issue and assure you that we will make every effort to address your questions promptly.