Financial Advisor Invoice Generator for Indonesia
Create professional financial advisor invoices for clients in Indonesia. This free invoice generator combines financial advisor-specific billing practices with Indonesia's tax requirements (11% PPN) and preferred payment methods like Bank Transfer and GoPay.
Free, no registration required. Your data stays in your browser.
Indonesia Tax Information
PPN is 11%. PKP registration required above Rp 4.8 billion/year. E-Faktur mandatory.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Indonesia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Indonesia
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 Indonesia?
Indonesia has 11% PPN. PPN is 11%. PKP registration required above Rp 4.8 billion/year. E-Faktur mandatory.
What payment methods are common for financial advisors in Indonesia?
Common payment methods in Indonesia include: Bank Transfer, GoPay, OVO, DANA, Virtual Account. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Indonesia?
Your invoice should include: NPWP, PKP number, Client NPWP, 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 is PPN rate?
11% as of April 2022, with plans to increase to 12% in 2025.