Understanding Requests module
Through this guide you will learn the basics of the Requests window explaining its main elements and what actions you can perform from the window. Table of content Composition of the Requests window Structure of the Request table Composition of the Requests window To access the Requests window, simply click the Requests ( ) link…
maatdeskadminStructure of the Request Details window
This guide explains all the elements involved in a request. Through this guide, you will learn the basic concepts of the Request Details window, what elements make it up, and what actions you can perform from this window. Table of contents Structure of the Request Details window Request header Request number Action buttons Status or…
Issuing a Refund
Since a refund is the option to return money to the client, Maatdesk makes this action easy and hassle-free. In this tutorial, you will learn the basics of working with Refunds. During this tutorial, invoices generally refer to both types (bills and requests). Table of contents Issuing a Refund For single or multiple invoices For…
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…
Structure of the Matter dashboard
This guide explains the composition of the Matter dashboard and all its tabs and elements, as well as the actions you can take from each of them. Table of contents Structure of the Matter dashboard Content of the Matter Dashboard tabs Dashboard tab Rearranging the widgets Contacts widget Details widget Time Entries widget Financials widget…
Getting started with Payments
In this tutorial, you will learn how to manage Payments for any type of invoice. Before you start reading, consider the following items: Payment management is similar for bills and requests, the particularities of each case are explained when necessary. Invoices, in general terms, refer to both types (bills and requests). Table of contents Recording…
Understanding Payments module
Through this guide, you will learn the basic concepts of the Payments window, an explanation of its main elements and what actions you can perform from this window. Table of contents Composition of the Payments window Structure of the Payment/Refund table Composition of the Payments window To access the Payments window, simply click the Payments…
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…