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Details of Fees Ledger standing orders and Fees Ledger fixed fee invoices can be found within the payment tab, from the client maintenance screen.
Click to view the existing autobilling agreement for the client, or setup a new agreement.
The following fields display the details of the earliest autobilling agreement that has not been posted to the Fees Ledger:
Next Due - displayed is date of the next auto invoice. For example, 31/ 10/2005.
Amount - displayed is the value of the next auto invoice posting due. For example, £100.
Frequency - displayed is the frequency of the earliest autobiling agreement. For example, monthly.
Total amount - displayed is that total value of the current billing cycle. For example, if the billing cycle is from 1st February to 1st October with invoices at £100 at monthly intervals, the total amount will be £900. (9 months at £100 per month)
The billing cycle is set on the autobilling agreement on the client.
Posted to date - displayed is the total value of the invoice posted to the clients account from the current biling cycle.
The invoices can be posted to the Fees Ledger by logging into Fees | Posting | Autobilling | make postings.
Click to view the existing standing order agreements setup on the client, or setup a new agreement.
The following fields display the details of the earliest standing order agreement that has not been posted to the Fees Ledger.
Next Due - displayed is the date of the next standing order receipt.
Amount - displayed is the value of the next standing order receipt. For example, a receipt for £100.
Frequency - the frequency of the current standing order cycle is displayed. For example, monthly, annually.
Total Amount - displayed is the total amount of the expected standing orders to be received from the current cycle.
Posted to date - displayed is the total value of the standing orders that have been posted to clients account from the current standing order cycle.
The details added within the Fixed Fees section can be displayed on both the Fees postings report and aged debtors report within the Fees Ledger.
The following fields are available:
Fixed Fee - select to show that fixed fees have been posted.
Agreed on - type in the date, or select using the magnifying glass, the date the fixed fee invoices started.
End agreement - type in the date, or select using the magnifying glass, the date the fixed fee invoice finished.
Payment by - select the method of payment for the fixed fee invoice. For example, select cheque, debit card, credit card, standing order.
Click New notes to add a narrative for the payment terms. For example, 'Invoices sent out on time and payments received'.
Details of staff are logged from the IRIS user loggin, and the date the note was added.
Click Save to keep any changes, or Close to exit.