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 distribution of total fee amount.
Once onceyour multiclient folder is cr cr:
- Enter your folder
- Click onNew activity
- Click on the activity to be created (e.g. time, fees, etc.)
- Fill in the fields butdo not check Select a customer
- Enter all your activities
- To charge all the times of the folder, click onDistribution of customers
NB: to charge only certain items check them and click on Customer Distribution
- Here, divide the distribution you want to make between your customers.
Click on the icon "Magic wand" will leave the sum of fairly between all customers
- If you want to change the distribution of the billable amount between your customers, you can:
- Change the percentage distribution
- Change the distribution of amounts
Please note: the percentage amount must be 100% and the sum of the amounts must correspond to the billable amount.
Example of unequal distribution between clients in the multiclient file:
- Once the distribution is defined, clickRegister
- The tool manages so manyproformathat there are customers on your file
Remarks:
- The continuation of thebilling processis the same as when you work on a single-customer file. You can take the FAQs from the edition of the proformas to find the rest of the procedure to follow if necessary.
- You will have less opportunity to change the proformas during a distribution, with amounts already defined.
- Theremoval of proformas from multiclient foldersis done from folders and not from the billing tab.