Creating a Fee Request as an Agent : MBSi Corp.

Creating a Fee Request as an Agent Print

Modified on: Wed, 8 Dec, 2021 at 4:02 PM

This article applies to agents

Step 1: Navigate to the My Cases tab from the top menu bar.

Open the case for which a fee request needs to be created.

Step 2: On the case details page dashboard, click on the Invoices tab and click on +Add a Pre-Billed Item Now under the Waiting To Be Invoiced section.

Step 3: Complete the pop-up form details.

You have the option to either Add Item (to the dashboard) which will put the fee in Waiting status or send the Fee Request.

Step 4: Click on Add item to add fee item to the dashboard as shown below and click on send fee request.

Note: Agent can also directly click on Fee Request from form, depending on the item added

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