How do I view an invoice already issued?

It is possible to view invoices that have been set up with CCD.

From the Main Menu, click on Clients and locate your client using the Find Record option in the top right of your screen. Choose the Account sub-option on the left and you will be shown a summary of the client’s account.

To view an invoice already prepared for your client, click on the Fees tab at the top of your screen and then click on the link View all invoices issued:

Choose the one you wish to view and click on it. You will now be presented with details of the invoice. To print this invoice out, click on the Print options tab.