Billable Items This module enables to capture all disbursements and money spent on clients which are later inserted to a fee note when billing i.e. Transpo...

Steps:  Log into the system Go to client invoicing module Under “Billable Items” section click on the “View Billable Items” link Fill in the pop out Vi...

Fee Notes  Raising invoices formalizes the billing process, ensuring clarity and accountability for the services provided. It details the fees, taxes (such...

The Fee Notes section allows you to view all fee notes, interim fee notes and deposit request notes recorded in the system and check their current status, i...

A credit note is used to adjust a previously issued invoice. It may be used to correct errors, reverse part of a charge or make another adjustment to ensure...

Steps to Raise a Quotation/Proforma Fee Note Start by logging into your account. From the main dashboard, locate Client Invoicing module In the Client I...

The Quotation/Proforma Fee Note section allows you to view all quotations and proforma fee notes that have been created and recorded in the system. Steps: ...

This is done once a client has made payments. Steps Begin by logging into your account. From the main dashboard, locate “Client Invoicing” module Withi...

 The Receipt Re-print function allows you to generate a copy of a receipt that has already been issued. This is useful when an old receipt is required for r...

The Reverse Receipt module is used to request the reversal of a receipt that requires correction, amendment or is no longer valid. A receipt can only be rev...