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Submitted URL: https://billinginfo.cp.tech/
Effective URL: https://email.creativeplanning.com/technology-integration-changes-pt-1?hs_preview=UmrXrleW-156938573703
Submission: On February 21 via api from US — Scanned from US
Effective URL: https://email.creativeplanning.com/technology-integration-changes-pt-1?hs_preview=UmrXrleW-156938573703
Submission: On February 21 via api from US — Scanned from US
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In this 3-part communication series, we're sharing upcoming technology integration updates. See email for part one on billing and invoicing changes and stay tuned for more. View in browser THREE PART EMAIL SERIES IMPORTANT TECHNOLOGY UPDATES With our recent integration, we have several important updates that we want to make you aware of. The first of three email updates is below, and we've also included a video from Adam Jones, that details this three part series here: Watch Video NEW BILLING INFORMATION PART 1 OF 3 Creative Planning Technology Solutions will begin operating under Creative Planning Business Services on March 1. You'll see changes with your invoicing, statements and remittance information. The name you'll see on these invoices and statements will be Creative Planning Technology LLC. You'll receive a final time and materials invoice on or around March 1 in the format you have received in the past. The new invoice format will be sent as your monthly recurring invoice between March 5 and March 10. View Sample Invoice FUTURE INVOICE SCHEDULE Beginning March 1, invoices and statements will be sent from techinvoices@creativeplanning.com. Please "allow" this email address in your spam filter to ensure proper delivery. Statements are sent out on the 15th of each month. Example Statement Monthly Recurring Proactive, All-Inclusive and Tool Invoices Between the 5th and 10th of the month Time and Material Invoices Last week of the month Product/Hardware Invoices Once received at our location (shipped or scheduled for installation) Project Invoices Once completed or per quote terms. Projects over $10,000 require a down payment of 50% of product and estimated labor. Finance fees are assessed at 1% on invoices past due. Past due invoice fees are generated the last day of each month. If you are sales tax exempt, please email a sales tax exemption certificate to techinvoices@creativeplanning.com. We must charge you sales tax until we receive this form. PAYMENT OPTIONS Creative Planning Technology LLC offers the following payment options: * Mail a check to the new remittance address * Connect with Bill.com (PNI 111666678834217) * Pay via the Online Payment Portal * Pay via virtual credit card emailed to techinvoices@creativeplanning.com Please update your vendor records to reflect this information as of March 1, 2024: Creative Planning Technology LLC PO Box 950443 St. Louis, MO 63195-0443 ACH remittance (if applicable) can be emailed to techinvoices@creativeplanning.com. Following this communication will be part 2 (additional changes, like new W-9s) and part 3 (Online Payment Portal information). If you have a question, please reach out to manageditupdates@creativeplanning.com. Thank you for your business and support, Creative Planning Technology LLC Creative Planning, 5454 W 110th St., Overland Park, KS Unsubscribe Manage preferences Copyright © 2024 Creative Planning Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients. For more information regarding our recent transaction and related reorganization, please visit this link: BerganKDV attest and nonattest services