DESCRIPTION

This article is written with step-by-step Instructions to Create Invoice.

STEPS TO FOLLOW

1. Go to Matter List tab

2. Click on Matter Number (left hand side)

3. Click on OFFICE tab

4. Select Create Invoice option

5. Tick the necessary Items to add in Invoice

6. Click on the Create Invoice & Finalise button

7. Click Yes button to create the Invoice

NOTE: You MUST update the value in Trust Balance field to '0' (zero), if firm is not transferring money from the TRUST Bank A/C to Office Bank A/C to pay off the Invoice.

Please contact ATOM Support Team, if above instruction does not resolve the issue:
Phone: 1300 997 207
Email:  atomsupport@dyedurham.com