The “Action” button at the right side of each client contains different options;   Edit- you can edit the invoice details on i.e. fee note, quotation whe...

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

Fee Note Settlement A fee note settlement occurs once a fee note has been approved and the corresponding payment has been received. Upon settlement, the...

Fee Distribution  Once legal fee has been paid, some percentage of the fee can be allocated to the I.e. Advocate, partner based on the work contribution to...

This enables you to settle the Tax withheld for a specific client this happens after the fee note is approved. Steps: Go to client invoicing module U...

This feature allows you to settle the VAT withheld for a specific client once the fee note has been approved. Steps: Go to client invoicing module Under...

Please follow the below steps: Log into the system Go to Client Invoicing module under Fee Notes/Credit Notes section Click on the Quotation/Proforma...

At the point of raising a credit note, there's "Attach to a fee note" field that will require you to select a fee note to be credited in the d...

Note that the quotations must be approved before initiating this action. Steps: Log into system Locate and click on "Client Invoicing" module....

Steps: Log into the system, go to "Client Invoicing" module. Under "Fee note, Credit Notes" section, click on the Fee Notes link (...