Steps:

  1. Log into the system using your credentials.
  2. From the main dashboard, locate and click on the “Client Invoicing & Receipts” module.
  3. Within the Client Invoicing section, click on “Fee Notes, Credit Notes,” then choose “Quotation/ Proforma Fee Notes” from the dropdown menu.
  4. To create a new invoice, click the “New Document” button located at the top left of the page.
  1. 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
  2. Once all the necessary information is entered, scroll to the bottom of the form and click on “Save Document” to complete the process.

 

Note:

 

The Action Menu located at the far right of each quotation/proforma provides a range of additional features to manage your quotations/proforma effectively. 

 

  • Edit - Allows you to update the existing quotation or proforma any as needed
  • View - Opens the quotation or proforma for you to review all the details. Useful for quickly checking the contents without making any changes.
  • Print - Provides an option to print the quotation or proforma.
  • Download - Allows you to download the quotation or proforma in a digital format (e.g PDF)
  • Attachments - Enables you add or view attachments related to the quotation or proforma. Attach supporting documents or any relevant files
  • Comments - Enables you to add comments or view existing comments on the quotation or proforma. Facilitate internal discussions and notes regarding the document. 
  • System Reminders - Set reminders for follow-up actions related to the quotation or proforma. Keep track of important dates and actions to ensure timely follow-ups.