Client Invoicing

How to raise fee notes
Raising an invoice is essential because it formalizes the request for payment, providing a documented record of the transaction. It ensures accurate revenue...
Mon, 22 Jul, 2024 at 5:04 PM
How to raise a Quotation
Raising a quotation is essential because it provides a formal proposal of costs, helping clients understand pricing before committing. It sets clear expecta...
Mon, 22 Jul, 2024 at 5:07 PM
How to convert quotations to fee notes
Note that the quotations must be approved before initiating this action. Steps: Log into StartAZ.io Locate and click on "Client Invoicing" mo...
Tue, 2 Jul, 2024 at 12:09 PM
How to approve invoices
Steps:   Log into startaz.io Locate Notification icon (bell feature) at the top right corner of the page Click on it to view the items requiring your a...
Tue, 2 Jul, 2024 at 12:10 PM
How to settle fee notes
Note that you can only settle invoices after approval   Steps:   Log into startaz.io   Locate and click on "Client Invoicing" module and sel...
Tue, 2 Jul, 2024 at 12:10 PM
How to issue a receipt
 Issuing a receipt is vital because it provides proof of transaction, helps in accurate financial record-keeping, supports tax compliance and assists in res...
Mon, 22 Jul, 2024 at 5:12 PM
How to re print a receipt
Note that this requires you to have a receipt number in order to reprint a receipt Steps:   Log into startaz.io   Locate and click on "Client I...
Tue, 2 Jul, 2024 at 12:11 PM
How to reverse a receipt
Reversing a receipt typically means canceling or undoing a previously issued receipt. This might be necessary if there was an error in the original transact...
Tue, 2 Jul, 2024 at 12:11 PM
How to view receipt report
Steps:   Log into startaz.io   Locate and click on "Client Invoicing" module and select the "Receipts" drop down. Click on Receipt R...
Tue, 2 Jul, 2024 at 12:12 PM
How to view billing reports
Steps:   Log into startaz.io   Locate and click on "Client Invoicing" module and select the "Reports" drop down menu. To access d...
Tue, 2 Jul, 2024 at 12:13 PM