Fee Notes 

This enables you to raise fee notes for clients on the services offered to them, Fee items are the items being billed i.e. Legal fee, disbursements these items contain Value Added Tax (VAT) and others are not taxable.

Fee can be  the distribution once the legal fee has been paid we can allocate some of the percentage of the fee as payment to advocates, partner involved based on the work distribution t a work matter.

We have the user assigned

Fee notes must be approved in order to be settled. For fee settlement once an amount has been settled this means that a payment has been made and the subsequent invoice sent to the client will contain less the amount settled or zero (0) if fully settled.

The With holding Tax (WHT) or With Holding Vat (WH VAT) you pay this on behalf of your clients. It should also be left at 0% if you are not allowed to with hold either otherwise you can select the percentage of Tax or VAT to withhold.


Steps:

To raise a fee note

  1. Log into the system
  2. Go to Client Invoicing Module under "Fee Notes" section click on the "Fee Note/DRN/Interim Fee Note" link
  3. Click on the “New Fee Note” button on the top left
  4. Fill in all the required details on the pop out form accordingly in all the fields i.e. Document type (fee note, interim fee note and deposit request form) date, user assigned, partner to approve, withholding tax and V.A.T and the fee note items
  5. Scroll down and click on “Save Fee Note” button once you are done to submit