Financial Advisor Invoice Generator for Costa Rica
Create professional financial advisor invoices for clients in Costa Rica. This free invoice generator combines financial advisor-specific billing practices with Costa Rica's tax requirements (13% IVA) and preferred payment methods like SINPE Móvil and Bank Transfer.
Free, no registration required. Your data stays in your browser.
Costa Rica Tax Information
IVA is 13%. Electronic invoicing mandatory. Cédula jurídica required for businesses.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Costa Rica
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Costa Rica
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 Costa Rica?
Costa Rica has 13% IVA. IVA is 13%. Electronic invoicing mandatory. Cédula jurídica required for businesses.
What payment methods are common for financial advisors in Costa Rica?
Common payment methods in Costa Rica include: SINPE Móvil, Bank Transfer, BAC, BCR, Credit Card. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Costa Rica?
Your invoice should include: Cédula jurídica, Tax registration, Client details, Electronic invoice. 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 is Costa Rica's IVA rate?
Costa Rica applies 13% IVA on most goods and services. Reduced rates exist for basic goods. Exports zero-rated.