Receivable templates

Receivable templates allow for predefined fees & disbursements to be added to a matter.

Tip

This saves time and also ensures the correct information is being included in the receivable.

Creating a receivable template

To create your templates:

1. Navigate to Settings > Accounts > Receivable Templates
2. Select the ’+’ button
3. Complete the required fields

   Note

   Ensure you select the correct account type and whether the amount includes tax.

4. Save

A receivable template will have been created and can be used on a matter.

Edit, clone or delete the template using the ‘Actions’ menu to the right of the template.

Using a receivable template on a matter

1. Within the matter, navigate to the Accounts tab > Receivables
2. Select the ”+” button
3. In the Template box, select the template you need. Type part of its name or details to find it
4. The details, account, amount, supplier and whether the amount includes tax fill in from the template, and the tax rate from the account’s default. You can still change any of them, and choosing None clears them again
5. Create Receivable