This report can be created by selecting the Reports / Invoice... command from within any window.  The report is only available in the Advisor version.

This report displays like a letter, with an optional management fee summary along the bottom.  The letter text can be specified in the Report Preferences - Invoice Dialog.

See Also

Report Preferences - Invoice Dialog

Client List Dialog

About Reports

Report Settings Dialog

Report Window - Menu Commands

Report Preferences

Memorized Report Dialog

Report Colors