1. Create a Transaction for a Client

Easily create Expected and Paid Payments, You can also create invoices and calculate payment amount's based on fee schedules.

 

Within the main menu click the People tab

 

Using search box type and search for person you wish to create a transaction for as shown below.

Go to the Green Accounts tab and click create transaction from the drop down menu.

 

 

The following screen will be displayed. Complete all required fields and then click green Create Transaction button.

accounts_create_transaction_screen.PNG

 

 

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