Client Invoicing

Client Invoicing, Receipts, Debtors Reports

How to Re-print Receipts
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
How to Reverse a Receipt
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
How to Access Receipts Report
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
How to Access Debtors Aging Report
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
To Access Debtors List Report
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
To view Fee Note Items Billed Report
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
How to Access Fee Notes Items Received Report
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
How to Access Outstanding Fee Notes Report
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
How to Access Other Reports
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
How to view Quotation Items Report
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