How to post a Fee Note in Barrcloud
Having accessed the case click on the Fee Note tab
Click on the New Fee Note button
In resulting screen, unbilled fees will appear but can be removed from the fee note by clicking on the x
The Fee Note Number will appear sequentially but can be changed
A Discount can be selected from the drop down
The Recipient can be changed by clicking on the drop down
A Discount, Solicitor and Client needs to be already added to the system
If the Fee Note Number is changed the setting will reset to the change made
Printing or sending the Fee Note can be done by opening the Fee Note by clicking on the Fee Note and selecting the Preview Selected Fee Note
Click on the drop down at the top right of the page and there will be several options to either Print Fee Note, Print with a Cover Letter or to email the Fee Note
The default VAT Rate can be changed by editing the Nominal Code in the Chart of Accounts section
The Chart of Accounts can be accessed by clicking on the Cog Icon