Financial Advisor Invoice Generator for Bulgaria
Create professional financial advisor invoices for clients in Bulgaria. This free invoice generator combines financial advisor-specific billing practices with Bulgaria's tax requirements (20% ДДС) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Bulgaria Tax Information
ДДС (VAT) is 20% standard, 9% reduced for tourism. Registration above BGN 50,000 turnover. Source: National Revenue Agency Bulgaria.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Bulgaria
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Bulgaria
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in Bulgaria?
Bulgaria has 20% ДДС. ДДС (VAT) is 20% standard, 9% reduced for tourism. Registration above BGN 50,000 turnover. Source: National Revenue Agency Bulgaria.
What payment methods are common for financial advisors in Bulgaria?
Common payment methods in Bulgaria include: Bank Transfer, Credit Card, Cash, PayPal, Revolut. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Bulgaria?
Your invoice should include: ЕИК/БУЛСТАТ number, VAT number if registered, Client ЕИК, Invoice number. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What VAT rates apply in Bulgaria?
Bulgaria has 20% standard VAT and 9% reduced rate for hotel accommodation. Exports and intra-EU B2B are zero-rated.