Storage of validated proformas and invoices

Storage of validated proformas and invoices

theproformasand thevalidated invoicesare saved directly to the Billing tab and in the Billing menu available only to users with billing right. This does not prevent you from downloading the documents directly to theJarvisDriveso that they are available in PDF format to several members of the firm.
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To access the invoice viewer:

  • Go to the tabBillingand choosethe Invoices menu:













  • Click on theblue flock of action


If you click on:

  • View the PDF:
The viewer opens:


You will have the opportunity to search for other invoices thanks to the search engine: you can search by invoice number but also by name of customer or file.
You can also directlyenter a regulationthanks to the button at the top right.

  • Download the PDFto download the invoice on your computer

  • Save PDF to the Drive: to save your invoice on the Drive in the directory you want.


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