Hi Wealthlab team,
My invoice from Wealthlab has my name listed, however, my accountant requires that the invoice also have the name of my Self Managed Super Fund (SMSF) listed because I use Wealthlab to manage my SMSF.
Can you please advise of the process to obtain an updated invoice that includes the name of my SMSF (note: my name can also be listed, if required by WL).
I have tried emailing support@wealth-lab.com however there has been no reply. I assume that this is not the correct process.
It would be appreciated if you could communicate the correct process to follow.
Kind regards,
Jim
My invoice from Wealthlab has my name listed, however, my accountant requires that the invoice also have the name of my Self Managed Super Fund (SMSF) listed because I use Wealthlab to manage my SMSF.
Can you please advise of the process to obtain an updated invoice that includes the name of my SMSF (note: my name can also be listed, if required by WL).
I have tried emailing support@wealth-lab.com however there has been no reply. I assume that this is not the correct process.
It would be appreciated if you could communicate the correct process to follow.
Kind regards,
Jim
Rename
Hi Jim, I did get the emails, apologies for not responding sooner, we’ve been heads down working on WL9. I will work on creating an invoice for you today.
Already done Glitch.
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