DESCRIPTION

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

STEPS TO FOLLOW

PART A

1. Go to Matter List tab
2. Click on Matter Number (left hand side)
3. Click on OFFICE tab
4. Select Office Ledger option
5. Click on the required Invoice number (already on🟨Hold)
 

6. Untick the required Time Recording to update
7. Click on the Create Invoice & Hold button
8. Click Yes button to save the changes

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.

 
PART B

1. Click on TIME RECORDING tab
2. Select Individual Time Recording option
3. Click on the Edit icon 
4. Update the Recorded Time + Save
 

 
PART C

1. Go back to OFFICE tab
2. Select Office Ledger option
3. Click on the required Invoice number (already on🟨Hold)
4. Tick 🟦the updated Time Recording 
5. Click on the Create Invoice & Finalise button
6. Click Yes button to save the changes
 

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