Help · Step by step
Raise a fee note from recorded time
From the time on a matter to its fee note, approved and settled from the client's money in trust. 9 steps, about 4 minutes.
Record the time
Press Record time. Choose the matter, and give the hours and what was done.
Open the matter
Open it from Matters. Unbilled lists its time, fixed fees and disbursements not yet charged.
Draft the fee note
Press Draft a fee note. It opens as a draft invoice. Disbursements paid as the client's agent go on a disbursements note beside it.
Approve it
Check the lines and press Approve. It gets its number and goes into the books.
Approve itIn Zimbabwe
With fiscalisation on, it is signed with ZIMRA as it is approved.
Approve itIn Zambia
With fiscalisation on, it goes to ZRA's Smart Invoice as it is approved.
Send it
Press Email or WhatsApp on the invoice.
Settle it from trust
On the matter, under Fee notes, press Settle from trust and give the client's authority.
Approve the payment
Someone else presses Approve and pay under Payments to approve. The client's money pays the fee note.
In the app, this guide is in Help, the ? at the top, and each step opens its page.