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Creating an unallocated Credit note

A
Written by Antoine Larsen
Updated over 2 weeks ago

This can be put in through General Postings or Slips, follow the below for filling the details in for Slips:

  1. From the selected Case in the Proclaim Desktop.

  2. Select the Coins at the top of the screen to create a new Slip.

  3. Pick the correct Posting Type (SCN), put all the rest of the details in for the narrative.

  4. Select the box that says Fees Gross and put the total value in.

  5. Click SAVE.

From General Postings:

  1. Select the Posting Type (SCN) and select NEW.

  2. Put in the matter and the details.

  3. Put the value again in Fees Gross.

  4. Select the Floppy Disk icon to save.

  5. Click on POST.

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