Invoices

Customizable, printable PDF for each household documenting fee assessments and calculations

An Invoice resource represents a generated report, similar to a Billing Report. Invoices can be viewed directly on Atlas or downloaded as PDF for printing, mailing, etc.

The contents of an invoice can be customized, allowing advisors to adhere to certain state requirements or simplifying statements as desired.

Invoices are considered part of the output when running billing. They cannot be deleted or modified, and are only deleted when a billing report is deleted.