⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
If you need to know the cost breakdown of the amount charged in your AdviserLogic invoice, Practice Champion can raise a ticket or refer to the Supplementary spreadsheet shared along with the invoice.
How to Raise the Ticket
The Practice Champion can submit a request through the Help Centre to know the cost breakdown.
Select Invoice Query - Request Form from Create a ticket
Select the Cost Breakdown option from the drop-down under Type of Invoice Query
Select the Create ticket button.
Verification and Confirmation
Once your request is received, our Support team will prepare the cost breakdown and share it with you within the same ticket.
The Support team may also include the supplementary spreadsheet alongside the cost breakdown to provide additional clarity.
Supplementary Spreadsheet
The Supplementary spreadsheet includes a detailed breakdown of the costs reflected in the invoice. Here are the key fields you will find in the spreadsheet.
Salesforce Client ID | A unique ID associated with the client under Morningstar. |
Biller Name | The name of the entity to whom it is billed, which can be a practice or an AFSL (Australian Financial Services Licence). |
Practice Name | The name of the practice, company, or firm. |
User Name | The name of the user utilising Morningstar products such as AdviserLogic, Pay Logic, AFSL Dashboard, FinaMetrica, etc. |
Opportunity Owner | The email ID associated with the Customer Success Manager of your practice. |
Product Family | The Morningstar product that the users are using and being charged for. |
Product Type | The type of Morningstar product the user is using. |
Quantity | The number of users utilising the Morningstar product. |
Unit Price/Total Billing | The cost excludes GST. |
By reviewing the Supplementary spreadsheet, you can easily understand the cost breakdown of the amount charged in your invoice.
📢 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.
If you have any further questions or need additional assistance, please contact our support team at [email protected].