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Policy Stack generates a detailed invoice for each billing cycle. This article explains what each line item means and how to access your invoice history.
Each invoice contains one or more of the following line items:
| Line Item | Description |
|---|---|
| Base plan charge | The monthly or annual fee for your current advisor tier (e.g., Practice 25 — $399/mo) |
| Overflow seats | Per-seat overflow charges ($16/seat/mo on Practice 10 and above) for seats beyond your plan's included count |
| Prorated adjustment | A partial charge or credit when you upgrade or downgrade mid-cycle |
| Referral credit | Credits earned through the referral program, applied as a discount |
Prorated adjustments appear when you change plans mid-billing cycle. If you upgrade, you see a charge for the remaining days at the new rate and a credit for the unused days at the old rate. The net difference is the prorated amount.
Tax charges depend on your billing address and local tax regulations. If applicable, tax appears as a separate line item below the subtotal. Policy Stack collects and remits sales tax where required by law.
The bottom of each invoice shows:
To update your payment method before the next billing cycle, navigate to Settings → Billing → Payment Methods. Changes take effect on the next scheduled charge.
You can download any invoice as a PDF from the Invoice History section. Each PDF includes your practice name, billing address, all line items, tax details, and payment confirmation — suitable for expense reporting or accounting.
policystack-invoice-YYYY-MM.pdfPolicy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.
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