The Work Fee Payments view will list all outstanding payments, those that require your action to complete. Check the payment has been received by reconciling the payments due with your bank account and issue a tax receipt for the tax work to the client. When completed the client account is removed from the Work Fee Payment grid view.
- In the Main Menu click {Consulting}>{Work Fee Payments}
- Use the search panel to filter your clients as necessary.
- Highlight the clients whose work fee payment has been paid.
- Select the bank account to make payment to.
- Click [Payment Made] to open the Payment Made window
- Confirm the Paid Date - pre-filled with current date use calendar to amend if necessary.
- Enter the amount paid, confirm GST is applicable and that a receipt is to be sent. Note these items are pre-filled from the Consultancy Work.
- Email - subject field is pre-filled but can be edited if required, also edit body text if required considering that the email will be sent to the client if the tick box above is selected.
- Click [OK] to close the window and return to the grid view.
- The work will be marked as 'Consult Completed' in the Works view.
- If required the receipt can be viewed - click {View}
- If necessary the receipt can be resent - click {Resend}
The Invoice/Receipt can be reviewed and retrieved at any time via the Consults view. Once the return is lodged the date of creation is locked and there is the ability to view and resend if required.
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