Narrative editor (client)

The narrative editor is used within onscreen billing to type a narrative or select a narrative from within the narrative lookup screen.

Click here for further details on invoice narratives.

 

To access the narrative editor screen:

  1. Log into Fees.

  2. Click Enquiries.

  3. Select Client summary.

  4. Type in a client identifier or select using the magnifying glass.

  5. Click Billing.

  6. Click on the invoice narrative cell.

The narrative editor screen displays.

The following options are available:

Narrative Editor

Type in the required invoice text for the job type.

Find

Click to select a standard Fees narrative. Click here for further details.

 



Related topics

Invoice narratives reference

Setting up standard job narratives

On-screen billing help topic

Using the narrative editor (client)

Using the narrative lookup (client)

Using the narrative editor (job)

Using the narrative lookup (job)