Steps to Raise a Quotation/Proforma 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 Quotation/proforma fee notes
4. To create a new quotation/proforma, at the top left of the screen, click on the New Document button.
5. Fill in the details on the pop out form titled “New Document” form. Complete the form by filling in all the necessary details i.e. date, client file, bank account, invoice items etc
6. Scroll down and click on "Save Document" to save after entering all the necessary details. This awaits approval.