Seizure of a fee
To add a fee, the following information should be filled in the following information (start fields* are required):
- The user*: the person who carried out the activity
- Thefile* (you are not asked if you are creating the activity from it)
- Thecategory*: The list of categories can be configured in the settings - Setting activities.
- Description and notes: these 2 elements may or may not be made visible in your detail of stagecoach.
- The date* * * * * *
- The unit cost* * * * * *
- Quantity*
- The amount HT*automatically completes the unit cost and quantity.
- The rate of VAT
Click onRegisterto finish the creation of your fee. If you want to enter another fee, clickSave and start over.
Related Articles
Seizure of a service
To create a service, the following information is necessary (the fields with a star* are required): The user*: the person who carried out the activity Thefile* (you are not asked if you are creating the activity from it) Thecategory*: The list of ...Seize times, fees, discounts and benefits
You can create activities in several different ways. It is possible to create an activity: from a file from a customer record with the help of the time by converting an appointment into a billable activity by converting a task into billable activity ...Rounding times
It is possible to round up your Time activities to 5, 10 or 15 minutes. Simple action On windows for adding or modifying Time activities, a check box allows you to round your times to 5 or 15 minutes above: Group action from your Folders and Contacts ...Mark an activity as "non-billable" or "billable"
In Jarvis Legal you have the opportunity to markactivities(time, services, fees or discounts) as "non-billing". They will appear well in the"Activities" tab of the folderand in thereporting "Control of Activities", but their amount will not be taken ...