Structure of the Billing Details window
This guide explains all the elements involved in an invoice and the actions you can take from the Billing Details window. Table of contents Structure of the Billing Details window Invoice header Action buttons Status or “Actions” selector Detail level selector Share button Download PDF button Edit button Payment details Payments Credit Notes Invoice details…
maatdeskadminHow to work with Notes
In this guide, you will learn how to manage notes to keep track of work in progress, conversations, or important information related to a matter or contact. Table of contents Creating a Note Editing a Note Deleting a Note Creating a Note To create a note: Go to any Matter or Contact dashboard. You can…
Managing Payment Plans
The Payment Plan tool allows you to manage invoice installments, controlling when and how much the client must pay in a given period. Through this guide, you will learn how to manage payment plans for bills and requests. All the actions described in this guide will be done after the creation of an invoice. Table…
Managing Credit Notes
Through this guide, you will learn how to manage credit notes in Maatdesk so that the client does not have to pay the full amount of the invoice. All actions described in this guide will be performed after creating a bill. Table of contents Creating a Credit Note Editing a Credit Note Deleting a Credit…
Getting started with Requests
Through the Maatdesk Requests module, you can collect an initial deposit or advance from clients, or request a top-up of funds, for both trust and non-trust accounts. In this tutorial, you will learn the basics of working with Requests in just a few steps. Table of contents Creating a Request Additional fields in a request…
Filtering in Maatdesk
Filtering helps you find the results you are looking for in a more efficient way. Maatdesk offers an application-wide filtering system so you don’t have to waste time searching manually and get accurate results based on selected filters. This guide provides an explanation of the most common filters that exist in Maatdesk and how to…
Getting started with Accounts
With Maatdesk, you can easily manage your firm’s accounts in just a few steps. In this tutorial, you will learn the basics of working with the Accounts module. Table of contents Creating an Account Editing an Account Deleting an Account Creating an Account To start creating a bank account: Go to the Accounts window and…
Getting started with Tasks
In this tutorial, you’ll learn the basic steps of working with Tasks so you can assign tasks to users or contacts and set their priority or status, or set reminders for them. Table of contents Creating a Task Adding reminders Setting the due date Editing a Task Marking Tasks as completed Mark a single task…
Getting started with Contacts
In Maatdesk, each contact will contain all the client information, for whom matters; transactions, payments, among other elements that can be created. In this tutorial, you will learn the basics of working with Contacts in just a few steps. Table of contents Creating a Contact Resending an Invitation Editing a Contact Deleting a Contact Creating…