Before you begin : Note that permissions to your access profile may be required to proceed with the following steps. We invite you to validate your access with your software administrator.
Important to know: The provisional invoice allows you to issue an invoice to the customer without using the work in progress on file. The amount of the provisional invoice will subsequently be deducted from the amount of the first invoice.
Step 1: Click on the “Finances” tab in the main menu.
Step 2: Select the “Provisional invoice” option under the “Invoicing” family.
Step 3: Select the folder in which you wish to produce the provisional invoice and then click on the “Accept” icon to confirm the selection.
Step 4: Determine the date, payers and template (if different from the default template) of the invoice and click next to proceed to the next step of the draft invoice creation wizard.
Step 5: Indicate the amounts to be invoiced in the relevant boxes (fees or disbursements, extrajudicial or judicial) and add a description of the amounts.
Please note that amounts must be entered excluding taxes and that the description in the box will appear on the invoice.
Step 6: Click “Next” to proceed to the last step of the temporary invoice creation wizard.
Step 7: Confirm that you are happy with the preview of the provisional invoice presented in the third step of the creation wizard, then click "Finish and accept".
Please note that it is possible, at any time before accepting the invoice, to return to the previous steps by clicking on them and modify the information.
Step 8: Click on “Accept” to confirm the creation of the invoice.
Results :
You will be redirected to the final version of your invoice which you can print;
The invoice is automatically saved in the documents of the file in which it was produced;
Work in progress with negative value of invoiced amounts is automatically added to the file;
These works in progress will be included in the first invoice to deduct the value of the provisional invoice;
It will not be possible to modify the provisional invoice once it has been completed and accepted;
It will be possible to cancel the provisional invoice.