How Can I Select Services for Preliminary Cost Statements (Invoice Proposal)?

How Can I Select Services for Preliminary Cost Statements (Invoice Proposal)?

From time to time, you may want to print a preliminary statement of your services in a case. You can use the printer button in the case list (area "Finances") to do just that. If you only want to print a selected number of services, temporarily hide some services:

  • Open the case to see all services. Select the services that you do not want to show up on your preliminary statement of costs. At the bottom right, click the action menu (gear wheel) and select "Hide selected services".
  • Go to your case list ("Finances", "Cases") and select the case. At the bottom right, click the printer symbol and choose "Invoice Proposal Details". Hidden services will not show up on the document.
  • To make hidden services reappear, just click the button labelled "Show" in the case's time sheet.



[A8]
    • Related Articles

    • How do I limit the mandate period for cost statements (invoice proposals)?

      From time to time you want to be able to print out the services listed on the dossier in the form of a cost statement. This can be done quickly using the printer button in the mandate list ( finance area). But what if you don't want to include all ...
    • How Can I Provisionally Invoice Services With Partial Invoices?

      In every case, you can create as many partial invoices for your client or third parties. Partial invoices will be deducted from the final invoice, just like retainer invoices. It is recommended to use partial invoices: when you do not know exactly ...
    • Why is an advance not automatically credited to an invoice?

      When an advance invoice is created, it is necessary for it to be printed in order to be successfully placed and archived. On the other hand, it must be booked as paid to be credited to an invoice. Nevertheless, this may not happen automatically. You ...
    • How Can I Create a Collective Invoice?

      When a client has several cases, you may want to enter services in each case individually, but create a collective invoice. To do this, you will need an invoice file (billing file), which is a case used exclusively to invoice other cases (but which ...
    • How Can I Use Partial Invoices to Invoice Services?

      You can create as many partial invoices as you want during the lifetime of a case. Just like retainer invoices partial invoices will be deducted from the final invoice. Partial invoices are recommended, e.g.: when you don't know what the final ...