Billing of fees in the package

Billing of fees in the package

• Setting the folder

To be able to charge the package in a file, it is necessary toselect the billing method "Package"and determine the amount of the package to be applied, eitherthe creation of this file, orduring its edition.

Note: On package files an insert appears with a gauge to track the consumption of the package:

• Invoice by package

The first step is toinform activities in the fileas they are completed. Once a file has at least one billable activity it is possible tolaunch invoicingat the desired time (in the life of the file or at the end). For files that have at least two customers, invoicing can be done, under certain conditions, by adistribution of total between clients.

In a package invoice, the amount of the fee is by default equal to the amount of the package set set for the relevant file. It will appear in the "Total Fees (HT)" field, in the column "Total Revised HT". The "Total HT" column indicates what would be charged if the file were set to the hourly rate.
Example: In a file with a fixed package of 3,000 euros the column "Total Revised HT" will display at the level of the "Total fees (HT") the amount of the package, i.e. 3,000 euros:


In addition to the amount of fees will be added any fees and disbursements, and the applicable VAT.

Note that until the invoice has been validated, it is possible tochange the amounts to be charged, including the total fees.
Example: In a file with a fixed package of 3,000 euros that you want to charge in twice, by default the total fee will be 3,000 euros but you can modify this amount to charge 1,500 euros instead:



    • Related Articles

    • Billing a result fee

      •Pre-capable configuration The result fee is a defined amount. They can therefore be entered in Jarvis usingBenefits. You can, via Settings and the Activity menu,create a category of benefitsspecific for your benefit fees. •Billing a result fee ...
    • Billing a subscription

      • Setting the folder To be able to charge a subscription in a folder, you canset the billing method: Either the "Package" if it is a long-term subscription to determine for which you know the final total; Either the "Time Rate" if you do not know ...
    • Billing of fees at the hourly rate

      • Setting the folder To be able to charge at the hourly rate in a file, it is necessary toselect the billing method "Time rate"and check the hourly rate to apply, eitherthe creation of this fileorduring its edition. • Billing at hourly rate The ...
    • Identify and solve billing challenges

      We are sorry to learn that you are experiencing difficulties with billing. Below you will find tips to help you solve the problems encountered. If need ourCustomer serviceis at your disposal to assist you. • Proforma â‹" I can't validate my ...
    • 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 ...