Change customer distribution on already existing proformas
Initially, you chose to make an equal distribution or not between your customers but you finally want to change it.
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Remove proformas from multiclient folders
To remove proformas from amulticlient file file, you must go through your file. I'll be back The deletion of multiclient proformas cannot be done from the Billing menu unlike that of proformas of folders with a single client. This choice was made to ...
Billing a customer with multiple folders
In order to create multi-folder billing, you must go toa customer record and have several files (with billable acticities) attached to this client. Select the activities you want to charge Click on proforma customer Here you see the invoiced ...
Share the totality of the burden payable between clients in the same file
In themulticliving files, it is possible to charge customers in 2 ways: by dividing the totality of the fee amount between the clients of the file by charging different due diligence to different customers Multi-lient invoicing based on the ...
Storage of validated proformas and invoices
theproformasand thevalidated invoicesare saved directly to the Billing tab and in the Billing menu available only to users with billing right. This does not prevent you from downloading the documents directly to theJarvisDriveso that they are ...
Create a credit note to cancel a fee or provision invoice
The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a credit note to cancel abill for provision. NB: Be careful, creating an invoice to manage an invoice that will bear an accounting number. ...