Objectives
- Create Client Accounts client accounts in different currencies
Steps
In App4Legal, you can create multiple client clients' accounts in different currencies from the Money Module.
From the main menu, click on Clients → Billings→ Clients→ View All
From the Clients Page in the Money Module, you can view the list of your client's accounts, edit them, add new accounts, and view the Account Statment of each account.
Use the View all hyperlink to direct you to the list of clients or you can add a new client.
From the actions wheel next to each client name, click on New Account to add an account for the selected client.
A New Account window will appear to fill in the needed information.
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Other fields are optional:
- Description: It is a short hint about the account.
- Bill To: specify the Bill To personBilling information that will be automatically reflected in the Invoice details when invoicing this client.
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You can also manage the Client's Trust Fund deposits. Learn more here. |
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
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