The Invoicing page lets you:

  • Submit calculated daily fee invoices for multiple client accounts

  • View and update pending invoices

  • Review invoices processed in the past seven days

Invoices submitted prior to 5:30 (17:30) PM EST will be processed the same day and will appear on that day's statements. Invoices submitted after 5:30 (17:30) PM EST will be processed on the next business day. You can submit invoices for ten clients at a time using the form on the page or upload a .csv file containing invoices for multiple clients, limited to one invoice per client per day. You can also reimburse client fees, just as you can on the Client Fees page.

Before you can submit invoices, you must first configure account fees and invoice caps.

For more information on this topic, click here.