Invoicing
Manage your payment terms
When creating or modifying a fee or retainer invoice, you have to enter the "payment terms" of the invoice. You can add new terms at any time from the settings (1), edit existing ones (2), or even delete them (4). 1. 1. Access to the Payment terms ...
Add a bank account
This setting is only available to users with administrator rights. You can fill in the Banks menu your IBAN of bank accounts of the firm. You will be able to choose which account accounting writing will register when you enter customer regulations ...
Add a billing establishment
This setting is only available to users with administrator rights. You can fill in the "My practice" menu several billing facilities. You can add as many billing facilities as you want. They will each have their own reference and sequence invoices. ...
Setting and Modification of Package Fees
Jarvis allows you nowapply a flat fee to each of your files. It can be afixed amountor apercentagecorresponding to your management fees. To set the amount or percentage of your flat fee, go to yourParameters. In the menu "Billing", click on the ...
Managing the firm's VAT rates
This setting is only available to users with administrator rights. At any time, you can in Jarvis Legal to add new VAT rates and set the VAT rate per Firm. These rates will be used in theinvoicing files. Go to your account Settings, select ...
Setting your favorite billing establishment
This setting is only available to users with administrator rights. If in your Settings you have created multiple billing establishments, you can designate one of them as yourPreferred billing establishment. When you then issue invoices, this favorite ...
Add a method of regulation
This setting is only available to users with administrator rights. You can fill in the menuBilling & Regulations, submenuMethods of Regulation, several methods of regulation. You can add as many settlement methods as you want, and set a preferred ...
Setting your preferred way of regulation
This setting is only available to users with administrator rights. In your Settings you can designate one of your payment methods as your favorite payment method. When you then enter a payment in Jarvis, it is this payment method that will be ...
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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
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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 ...