Create and generate bills
Election of invoicing activities and creation of its first invoice proforma
Following thecreation of your activities(time, fresh, discounts,...), you can start tochargefrom your file or from the customer record. You can charge for your activities in a single or multiple way and rework your due diligence on theinvoice ...
Make a discount on a proforma
To make a discount on a proforma invoice: During theEdition of the proforma invoice, there is a boxDiscountwhich is defective to 0.00€. So you have the possibility to add a discount of the amount you want. It will automatically apply to the Total ...
Manage a document from a proforma
You haveedited your proforma. The next step is to generate the invoice you will provide to the customer. Prerequisites: have at least one invoice model (= matrix) in Settings >Models of document havingedited your proforma There are 2 methods to ...
Validate an invoice
Validation of your invoice is an essential step for an accounting numberto your bill. After havingcréé an invoice proformaandgenerated your documenton which the tag #NFacture# and#DateFacture# are still present (unless you have set a date during ...
Print and post an invoice
Once onceyour validated invoiceand sent to your customer, you can pass it into statusTo pay. To do this: Go to the tabBillingand choosethe Invoices menu: Search for your invoice by sorting or using the filter by date or status. Your invoice is in ...
Send an invoice by email via webmail
To save time and send directlyyour validated invoicesfrom Jarvis. Prerequisites: Your email must be synced in your Settings. If this is not the case, you will not have access to the "Send by email" button. To send your invoices: Appointmentin the ...
The status To be paid
Invoices in statusTo pay(formerlyPending payment)are of 2 types: invoices on whichno regulationshas been received invoices on which apartial regulationhas been made Go to the tabBillingand choosethe Invoices menu: Search for your invoice by sorting ...
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 ...
Correct a proforma
Note: Only users whoseProfile User Profileallows the edition of invoices can modify a proforma. At any time you can change yourproforma: Go to one of the tables displaying the invoice: At the level of the contact form or the page of the folder in the ...
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Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...