Create and manage payments
Enter a regulation on one or more invoices
Once your invoices areTo payafter having themsent by emailor haveclicked on Print and post, regulations should be entered to completethe billing processin Jarvis. Remarks: if an invoice is only partially filled, it remains with the statusTo pay: only ...
Enter a regulation without linking it to an invoice
When you receive a regulation from a customer, you can choose not to link it to an invoice. The purpose of this option is to allow the user to: to enter all regulations without looking for which invoice(s) they are bound. link them to invoices ...
Attach an unrelated regulation to an invoice
Previously, you entered aregulation without linking it to an invoiceand you now want to charge it to one or more invoices. Your regulations are visible in the MenuBilling-Follow-up to regulations: It has the mentionPartially used. You can always link ...
Amend a regulation
Go to the pageMonitoring of regulations Locate the regulations you want to change ðŸ'¡ Tip:Use filters to, for example, display only the regulations of a given customer In the columnActionsclick on the button with three small dots and then selectEdit ...
Delete a regulation
Go to the pageMonitoring of regulations Locate the regulations you want to change ðŸ'¡ Tip:Use filters to, for example, display only the regulations of a given customer In the columnActionsclick on the button with three small dots and then ...
See regulations associated with an invoice
Once at least one regulation has been associated with a fee or provision invoice, you can consult the lettering of these regulations: See you on thepage Invoicesor on thetab Invoicingof your contact or file Locate the invoice for which you want to ...
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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
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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 ...