Billable Items

This module enables to capture all disbursements and money spent on clients which are later inserted to a fee note when billing i.e. Transport, court attendance, man hours.

To capture billable items

Steps:

  1. Log into the system
  2. Go to client invoicing module
  3. Under “Billable Items” section click on the “Capture Billable Items” link
  4. Fill in all the details in the pop out capture billable items form i.e. date, client, file, amount, and a quick description of what is being billed for
  5. Scroll down and click on the “Submit” button once done