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Presentation of the billing tool
The billing tool is available by clicking on the tabBillingon the left sidebar. 3 menus are offered: Customers to charge: to see which customer and file have non-billed activities. This tab allows you togenerate proformas, ofinvoice by lotor to ...
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 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 ...
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 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 ...