Client Invoicing
Client Invoicing, Receipts, Debtors Reports
To re-print a receipt 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 requi...
Wed, 2 Jun, 2021 at 12:34 PM
This module is used to reverse a receipt i.e. that need amendments or an old receipt. The particular receipt number is required and it must be approved for ...
Wed, 2 Jun, 2021 at 12:35 PM
Receipts Report This allows you to view a report on the receipt issued for a specific period of time and each item types i.e. Disbursement (vatable and non...
Wed, 2 Jun, 2021 at 12:35 PM
Debtors Aging Report This allows you view all the debtors and the period they stayed without paying past the due date. Steps: Log into the system Go to...
Wed, 2 Jun, 2021 at 12:36 PM
Debtors List Report This allows you to view a list of clients who have not fully paid and not paid and the total amount due for payments. Steps: Log int...
Wed, 2 Jun, 2021 at 12:36 PM
Fee note items billed report This allows you to get a summary of all the fee notes items billed and you are able to view per fee note item i.e. Legal fee, ...
Wed, 2 Jun, 2021 at 12:36 PM
Fee notes items received report It allows you to view the moneys collected per item of a fee note. Steps: Log into the system Go to client invoicing mo...
Wed, 2 Jun, 2021 at 12:37 PM
Outstanding fee notes reports This shows all the unsettled fee notes Log into the system Go to client invoicing module Under “Reports” section click on...
Wed, 2 Jun, 2021 at 12:37 PM
Other Reports This allows you to view a multiple of other reports in the system I.e. Open files with no fee notes report. Steps: Log into the system Go...
Wed, 2 Jun, 2021 at 12:40 PM
Quotation Items Report This allows you view all the quotations captured in the system and also per item. Steps: Log into the system Go to client invoic...
Wed, 2 Jun, 2021 at 12:41 PM