Settlement indicates that the client has paid for the services rendered. It updates the system to reflect that the invoice is no longer outstanding.

Steps:

1. Log in to the system using your assigned credentials.
2. On the main dashboard, navigate to the “Client Invoicing & Receipts” module.
3. Under the Client Invoicing section, click on “Fee Notes, Credit Notes” and select “Fee Notes/Tax Invoices” from the dropdown menu.
4. A list of all captured invoices will be displayed on the page.
5. Locate the invoice you wish to settle. On the far right, click on the “Action” dropdown menu.
6. From the available options, select “Fee Settlement.”
7. Fill in the necessary details on the Invoice Settlement Form, including:
   • Date
   • Account Type
   • Select the item(s) to settle by ticking the checkbox on the far left of each item.
8. Once all required details are entered, click “Submit” to complete the settlement process