Click on images to expand in a new tab
⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
Understanding Your Invoice Charges
Follow the guidelines below to identify and understand the different products and services included in your invoice. This will help ensure transparency in your billing and clarify any charges applied.
Refer to the Description Section in the Invoice
The Description section in your invoice lists the products you are being charged for. This section provides a high-level overview of the charges.
Supplementary Spreadsheet
For a detailed breakdown of the product offerings you are being charged for, refer to the supplementary spreadsheet shared along with your invoice. This document provides a comprehensive breakdown of each product and its associated costs.
Understanding the Product Family and Product Column
Product Family | The overall product category you are being charged for, such as Adviser Logic or FinaMetrica |
Product Column | Details the specific product type or the particular service or feature you are using within that product family |
Product Family | Product Type | What you are using |
AdviserLogic | Licence Type | In AdviserLogic, you are charged based on the License Type in your practice. |
Licensee Solution | AFSL Dashboard Console CRM/Licensee Console and Dashboard | Refers to the AFSL Dashboard account and/or the AFSL AdviserLogic account |
Financial Planning - Licensee Solution | Paylogic and Payee | Refers to the Paylogic account - Payee refers to Adviser Group added in the Paylogic account |
AdviserLogic Customisation | SMS Pack, Digital Signature Credits, Customized Template | Refers to the charge against the Purchase of SMS credits, Digital Signature credits and for creating a Custom template |
FinaMetrica | FinaMetrica | It refers to a FinaMetrica account |
By referring to both the invoice description section and the supplementary spreadsheet, you can gain a clear understanding of the different products and services included in your charges.
If you need further assistance or clarification, please reach out to AdviserLogic Support.