Hey fish, my state just added the requirement that we must now paper mail an invoice to each client each time an advisory fee is charged.
What’s a service that I can use to automate this?

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Posting as :
works at
You are currently posting as works at

Capitect or Billfin

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Thank you, I’ll check them both out.

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I actually do this already. Each quarter I send a letter to all my clients with a few different statements and the invoice showing what I charge. Then I debit the fee a few business days later. I preach about being transparent and it helps make people comfortable. Also another touch point. The danger could be that you're reminding people what they pay you every 3 months and they might decide it's too much seeing it on paper. Been in biz for 15 years and no defectors yet because of fees.

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Are you serious!? Which state!?

Yuck’! f^^^ them!!!!

Charge them an extra line item for postage ink materials and time and print that on there too

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