Billing
Resolve issues, manage invoices, and ensure smooth financial operations for your practice.
11 articles
AdviserLogic License TypesLearn about the different types of licenses available in AdviserLogic and the level of access they hold
How to Change Your Business Name or AFSLLearn how to update your business name or AFSL in AdviserLogic, including the required steps and key considerations for a smooth transition
How to Identify Your Customer Success ManagerLearn how to know your Customer Success Manger and book appointments with them.
How to Reinstate an AdviserLogic AccountLearn how to reinstate your AdviserLogic account after suspension due to non-payment, including payment steps and reactivation process
Invoice - ProductsLearn about Product Types found in your AdviserLogic invoice
Invoice AssistanceLearn how to read your AdviserLogic invoice
Invoice Cost BreakdownLearn about the cost breakdown on an AdviserLogic invoice.
Modify Bank Account Details for Direct Debit in AdviserLogicLearn how to update your bank or credit-card details used for Direct Debit payments for your AdviserLogic subscription.
How to Change the Frequency or Date of Your Direct-Debit Payments in AdviserLogicLearn how to adjust your direct-debit billing schedule for AdviserLogic subscription payments.
Find the Cost of a Licence Within Your PracticeLearn how to identify the cost of a specific licence type in your practice
How to Change the Email Address for Invoice Billing in AdviserLogicLearn how to update the email address used for invoice billing in AdviserLogic.