Billing customers of the same file with separate due diligence depending on each client

Billing customers of the same file with separate due diligence depending on each client

In themulticliving files, it is possible to charge customers in 2 ways:

Here, we will focus on multi-client billing based on differential billing of customers in the same case.

Once onceyour multicliving fileis cr cr:

  • Enter your folder
  • Click onNew activity
  • Click on the activity to be created (e.g. time, fees, etc.)

  • Check Select a customer
  • Enter the name of your customer
  • Fill in the other fields
  • Once the fields are filled, clickRegisterto save only this time or click onSave and start overif you want to enter another activity of the same type

  • Enter all youractivities(you will find the name of each customer on each diligence)
  • To charge all the times of the folder, click onProforma file

NB: to charge only certain customers and/or certain due diligence: check them and click on Proforma folder


The #1 client proforma opens:

  • Verify and revise amountsof the invoice if necessary
  • Click onSave and close
  • The proforma of the next client opens
  • Record the operation for all clients in the file

To find theinvoices proformas crééesandgenerate documents: from the menuBilling

  • Click on the tabProforma

The continuation of thebilling processis the same as when you work on a single-customer file.


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