As with the invoice itself, the draft invoice for a general invoice matter is different from other matters.
In fact, all the matters are grouped together on the invoice project allowing the complete analysis in preparation for invoicing.
When a General Invoice matter is created to invoice a customer, it is strongly suggested that the "Client" type matter for this client be configured with one of the two specific invoice project templates for the General Invoice matter.
In this way, the draft invoice template is applied by default to the client's other matter types.
Specificities of the Draft Invoice
Each matter is displayed separately with or without changing pages between matters
A section displaying detailed totals
Total fees recorded in hourly rate matters
Total fees recorded in fixed fee matters
Total fees recorded for all matters
Total value of all fixed fee matters (Total sum of fixed fees)
Total disbursements recorded in all matters
Total time recorded for all matters
Potential Loss/Profile for all fixed fee matters in the project
(Total sum of fixed fees - Total fees recorded in fixed fee matters)
A section displaying the amounts held in trust for each matter
