How to Write a FeeNote

Linah Lugalia

Created Oct 25, 2021

How to Write a FeeNote

This module enable you to bill your clients and email them the invoice

0
    d

Elitesuiteke

10 Steps
1

Log into the system

Log into the system
2

Go to Fee Notes & Quotations module

Go to Fee Notes & Quotations module
3

Click on Fee Notes, Quotations sub module link

Click on Fee Notes, Quotations sub module link
4

Click on Fee Notes / DRN / Interim Fee Notes option

Click on Fee Notes / DRN / Interim Fee Notes option
5

A list of all the invoices will pop out with their current status i.e. approved, paid etc

A list of all the invoices will pop out with their current status i.e. approved, paid etc
6

To write a Fee Note, click on New Fee Note

To write a Fee Note, click on New Fee Note
7

Click on Fee Note ItemsItem Type: Particulars of Service Rendered: Amount: V.A.T:----Select----Legal feesDisbursements: (Vatable)Disbursements: (NOT Vatable) VAT (0%)VAT (16%) Notes:  

Click on Fee Note Items Item Type: Particulars of Service Rendered: Amount: V.A.T: ----Select---- Legal fees Disbursements: (Vatable) Disbursements: (NOT Vatable) VAT (0%) VAT (16%) Notes:  
8

Fill in all the details in the provided fields

I.e. As shown in the example below all the details have been filled i.e. date, document type, law firm, file, approver, item type etc

Fill in all the details in the provided fields
9

Once dne click on the Save Fee Note button to submit the details

Once dne click on the Save Fee Note button to submit the details
10

The invoice is now saved as number 1 and it is Pending Approval status

The invoice is now saved as number 1 and it is Pending Approval status
Well done!
Create how-to guides like this in a snap. Get Tango now.