How can I provisionally offset services rendered with the help of partial invoices?
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During the life cycle of a mandate, you can create any partial invoices to the client or to third parties. Partial invoices are deducted from the final invoice in the same way as advance invoices. The use of partial invoices is recommended, for example,
- if you do not yet know exactly what the final invoice will look like
- if you want to decide at a later stage whether you want to draw up your final invoice on the basis of an hourly fee or on the basis of the RVG (German RVG Act)
- if third parties take over parts of the costs
- if you would like to present a total invoice at the end of the mandate.
You can either invoice partial invoices with a lump sum, or you can also invoice services already entered in the dossier via the function Partial invoice from selection. In both cases, a partial invoice is created and appears as a green icon in the invoice list. This FAQ entry describes the use of partial invoices from selected services.
Example: Monthly billing of services rendered
- Invoice the services performed in the previous month by selecting them in the dossier and choosing the option Partial Invoice from Selection in the action menu.
- A partial invoice is now created. The partially invoiced services remain and are marked with a green tick.
- In the next month, select the services from the previous month that have not yet been invoiced and proceed in the same way.
- At the end of the period you create the final invoice by selecting the option Invoice in the action menu. Now all services (including the services already invoiced per partial invoice with a green tick) are invoiced. The partial invoices already issued will be deducted at the end of the invoice.
Note for German law firms: If, when creating the final invoice, you decide that you would rather bill everything by RVG, delete the services in the dossier (grey minus button) and create the RVG invoice in the RVG window.