Bill a client

Okil records what you bill your clients: fees, time and expenses go onto an invoice, and payments are recorded against it. All amounts are kept in whole paisa so totals always add up.

1. 1

   Set up your billing details

   Set your billing details once, including whether you charge VAT. VAT is optional per firm and defaults to 13%, rounded once on the invoice.

2. 2

   Choose a fee arrangement

   Give each case a fee arrangement: hourly, fixed, retainer, a percentage, per hearing, or milestones. Arrangements take effect from a date, so changing one does not rewrite what you have already billed.

3. 3

   Build a draft

   Create a draft invoice. Okil builds it from the case's fee arrangement, the unbilled time and the billable expenses. An item can be billed only once.

4. 4

   Issue the invoice

   Review the draft, then issue it. Issuing gives the invoice its number, which follows the fiscal year from Shrawan to Ashadh (for example INV-2083-84-0007), and locks it.

5. 5

   Record payments

   Record each payment against the invoice. It gets its own receipt number. A payment above what is owed, or a deposit, goes to the client's advance balance until you apply it.

6. 6

   Correct with a credit note

   An issued invoice does not change. To correct it, raise a credit note. Voiding keeps the number, so there are no gaps in your sequence.