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:
- by charging separate due diligence to different customers
- byrepresenting the totality of the amount of fees between the clients of the file
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.