How to Issue a receipt

1. Log into the system using your provided credentials.
2. From the main dashboard, locate “Client Invoicing & Receipts” module.
3. Within the Client Invoicing section, click on “Receipts”, then select “Issue Client Receipt” from the dropdown menu.
4. You will be directed to a new Client Receipt Form. Kindly complete the form with the following details:
   1. Transaction Date – The date the transaction was made or recorded.
   2. Client – The name of the client making the payment or for whom the transaction is being captured.
   3. File – Refers to the specific case file associated with the transaction.
   4. Mode of Receipt – Select the method by which the payment was received (e.g., Cash, Bank Transfer, Cheque).
   5. Account Type – Specify the category of the account receiving the funds.
   6. Account to Allocate To – Indicate the specific account where the funds should be recorded.
   7. Items – Choose the nature of the transaction (e.g. Legal Fees, Disbursements).
   8. Description – Provide any additional details related to the transaction.
   9. Amount – Enter the monetary value of the transaction.
   10. Received From – Indicate the individual or entity from whom the funds were received.
5. Once all fields are completed, click on the “Add” button (blue) to include the item.
6. After reviewing the information, click on the “Submit” button to save the receipt.