Seizure of a service

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 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* * * * * *
  • Time workedis not a required field.
  • The amount HT*of the service
Check the boxBillingif you want thatthis service is billable.

Click onRegisterto finish the creation of your service. If you want to enter another service, click onSave and start over.





This service will be visible on the sheet of thefileand on thecustomer profile.





    • Related Articles

    • 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*: ...
    • 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 ...
    • 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 ...