Add a method of regulation

Add a method of regulation

This setting is only available to users with administrator rights.

You can fill in the menuBilling & Regulations, submenuMethods of Regulation, several methods of regulation.

You can add as many settlement methods as you want, and set a preferred mode that will be prone to default when you register regulations in Jarvis.

To provide a new method of regulation:
  1. Go to Settings
  2. Click onBilling & Regulations
  3. Click onMethods of Regulation
  4. Click on the buttonAdd a mode



  5. Fill in the fields in the window that opens and click on the buttonAdd



    Note: by checking the box "Define as a preferred method of regulation" the selected method of settlement will be proposed by default when you register regulations in Jarvis
    • Related Articles

    • Setting your preferred way of regulation

      This setting is only available to users with administrator rights. In yourParametersyou can designate one of your settlement methods as yourfavorite regulation mode. When you then register regulations in Jarvis, it is this method of regulation that ...
    • Change the authentication method for Jarvis Drive 365

      When you log into to Jarvis Drive 365 for the first time you are asked to set a two-factor authentication method. Two-factor authentication allows you to secure your Jarvis Drive 365 account: in addition to the password, you will be asked on ...
    • Add a bank account

      This setting is only available to users with administrator rights. You can fill in the Banks menu your IBAN of bank accounts of the firm. You will be able to choose which account accounting writing will register when you enter customer regulations ...
    • Add time preferences

      In the Settings> My profile page, in the Preferences section, you can add or edit time entries quick-add buttons that you can use when adding time entries. Indeed, instead of manually entering time values, you just click on these buttons. Example: ...
    • Add a billing establishment

      This setting is only available to users with administrator rights. You can fill in the "My practice" menu several billing facilities. You can add as many billing facilities as you want. They will each have their own reference and sequence invoices. ...