Quotation/ Proforma Fee Note

This enables you to raise and issue a quotation upon a client’s requests with the ability to convert them to fee notes.

To raise a new quotation

Steps:

  1. Go to client invoicing module
  2. Under “Fee Notes, Credit Notes” section click on the “Quotation/Proforma Fee Note” link
  3. Click on the New Document button on the top left
  4. Fill in all the details in the pop up form accordingly i.e. Document type (quotation, proforma fee note), date, client, file, currency, user assigned, approver, Item types (legal fee, Disbursement Vatable/ Non-vatable), item category, description of the service rendered, amount and V.A.T.
  5. Scroll down and click on the “Save Document” button once done to submit