A tip for RIA payments--I was told by an RIA rep. to
always include the "Order#" on the check because the
order # identifies the title. RIA "Document Ref #'s
are NOT THE SAME AS Invoice #'s. As it was explained
to me, a second invoice would have a different
Document Reference #. This is why RIA sometimes
confuses payments. The only number that will link the
payment with the correct title is the Order Number.
Hope this helps.
Gayle Hittle
Law Librarian
Berliner Cohen
10 Almaden Blvd., 11th Floor
San Jose, CA 95113
(408) 938-2458
gh@berliner.com
gaylehittle@yahoo.com
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