Fee note settlement 

This means that once the fee note is approved and the payment has been done, the subsequent invoice sent to the client will contain less amount settled or 0 if the fully paid for.


Steps:

  1. Log into the system
  2. Go to client invoicing module
  3. Under “Fee Notes, Credit Notes” section click on the "Fee Notes/DRN/Interim Fee Notes" link
  4. Select the particular Fee Note you would like to settle then click on the Action button against it and select Fee Settlement link
  5. Fill in all the details in the pop out form i.e. Account type, currency, description of the item paid for and tick it on the check boxes
  6. Click on the Submit button you are done to save