Fee Notes 

Raising invoices formalizes the billing process, ensuring clarity and accountability for the services provided. It details the fees, taxes (such as VAT or withholding tax), and any applicable adjustments, offering transparency to clients. Invoices enable accurate tracking of payments, allowing you to manage settlements, allocate fees among team members and maintain a clear financial record. 


Steps to Raise a Fee Note

  1. Start by logging into your account.
  2. From the main dashboard, locate Client Invoicing module
  3. In the Client Invoicing module, find the Fee Notes, Credit Note section, then select Fee Note/DRN/Interim Fee Note link
  4. To create a new Fee Note, at the top left of the screen, click on the New Fee Note button.

 

  1. A form will pop up. Fill out each required field, including:
    • Document Type (choose Fee Note, Interim Fee Note, or Deposit Request Form)
    • Date
    • Assigned User
    • Partner for Approval
    • Fee Note Items

  1. Once you’ve completed all fields, scroll down and click Save Fee Note to submit it.