Billing

Storage ofproformasand thevalidated invoices

The storage of proformas and your validated invoices changes. From now on, documents will no longer be stored directly in yourJarvisDriveso that you can more easily choose which people will have access to invoices. This does not prevent you from downloading the documents and storing them in yourJarvisBoxso that they are available in PDF format to several members of the firm.

To access the invoice viewer:

• Go to the tabBilling
  
• Click on the buttonValidities
  
• Click on theblue flock of action
  
• Click onView the PDF
  

• The viewer opens:
  

Send an invoice from the billing tool

Provided that your Mail is synced to Jarvis, you can send your invoices directly to your customers from the tabValidityin the tool ofBilling.
NB: if your email is not synchronized, you will not have the Send by email tab

Proformas

Edit activities on a proforma:

It is now possible to add and remove activities directly from a proforma:

Now, each proforma has its own reference. This statement is automatically assigned and is visible on the billing tool...

... as well as on your proforma when you open them:

Files

Setting up tags for proformas and billed activities

Activities placed on a proforma have the proforma category that appears on the folder. The activities already billed include:Invoice.

The courts

You can now put multiple jurisdictions on your files. To do this, edit your file and type the jurisdictions you want to add.

Polices

2 new character fonts are available:Centhury GothicandFutura