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.

Attention: the change can only be made if your invoices are at the proformas stage. If your invoices are validated, it will no longer be possible to change the distribution.

To change the client distribution on general proformas:

• Appointment to yourmulticlient file file
  
• Click on the tabBillingof the file
  
• Look at the section levelCustomer distributions, you will find the customer distributions made
  

• Click on theblue action button
  
• Click onEdit
  

• Revise the total invoice amount and/or change the percentage distribution or amounts
  
• Click onRegister
  

The changes have been taken into account and your procedures are up to date:

• Related Articles

• 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 ...

• 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 ...