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How to interpret the FinClear billing pack

At the beginning of each month the billing contact(s) at your business will receive an email with a link to access your billing pack.

Invoice

The first tab in the billing pack is an Invoice tab with a list of all fees and charges for the month. For a breakdown of fees and charges, there are additional tabs in the spreadsheet e.g. if you have been charged for 5 new accounts, there is a"New Accounts" tab which has a list of those 5 accounts. 

Click here for a visual explanation of the Invoice tab.

Remittance

The next tab in the billing pack is a Remittance tab which lists your total revenue for the month, based on the brokerage and any fees we have collected from your clients.  The invoice amount is deducted from your revenue to calculate the net remittance payable. If this figure is positive, FinClear will credit the amount to your bank account. If the figure is negative, you owe this amount to FinClear. 

Click here for a visual explanation of the Remittance tab.

If you need to change your billing details or billing pack recipients, please contact the Relationship Management team.