Attach an unrelated regulation to an invoice

Attach an unrelated regulation to an invoice

Previously, you entered aregulation without linking it to an invoiceand you now want to charge it to one or more invoices.

Your regulations are visible in the MenuBilling-Follow-up to regulations:




It has the mentionPartially used.


You can always link it to an invoice, click on the arrowActionsnext to this mention and then onEdit:



You can then fill the amount to an invoice by noting the amount of it:



Save/

To find your invoices, go to the menuBilling-Invoicesor in the tabBillingyour file (or your customer record if it is a multi-file invoice)
- if it is resolved in totality: it will be in statusPrivate.
- if it is only partially resolved, it will remain in statusTo be paid.

Your regulations will be visible in the MenuBilling-Monitoring of regulations,in statusFully usedif the amount has been used in its totality or will remain in statusPartially used.
I'll be back





    • Related Articles

    • Enter a regulation without linking it to an invoice

      When you receive a regulation from a customer, you can choose not to link it to an invoice. The purpose of this option is to allow the user to: to enter all regulations without looking for which invoice(s) they are bound. link them to invoices ...
    • See regulations associated with an invoice

      Once at least one regulation has been associated with a fee or provision invoice, you can consult the lettering of these regulations: See you on thepage Invoicesor on thetab Invoicingof your contact or file Locate the invoice for which you want to ...
    • Enter a regulation on one or more invoices

      Once your invoices areTo payafter having themsent by emailor haveclicked on Print and post, regulations should be entered to completethe billing processin Jarvis. Remarks: if an invoice is only partially filled, it remains with the statusTo pay: only ...
    • Create a partial credit on a fully paid invoice

      Attention: Partial assets can only be made on partially paid invoices. To create a partial credit on a fully paid invoice, it is first appropriate toamend the associated regulations, then make the partial asset. Amend the regulations associated with ...
    • Create a partial credit on a fee invoice

      Caution: It is only possible to make a partial credit on invoices on which a regulation has been registered. The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a partial credit on ainvoice of ...