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...

Steps:  Go to client invoicing module Under “Fee Notes, Credit Notes” section click on the “Fee Note, DRN, Interim Fee Note” link Scroll down to “Client...

Credit Notes This module allows you to correct the invoices (fee notes) and give a discounts to clients. Steps: Log into the system Go to Client Inv...

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...

Steps: Log into the system Go to client invoicing module Under “Fee Notes, Credit Notes” section click on the “Quotation/Proforma Fee Note” link Scroll...

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...

 This enables you to re print a receipt i.e. In a situation where an old receipt is required. Note that a receipt number is also required for you to re-prin...

This module  is used to reverse a receipt i.e. that need amendments or an old receipt. A receipt number is required once you enter the receipt number the tr...