How to automatically invoice times or budgets to another client and/or another matter?

You can have automatically generated invoice lines put into invoices issued on behalf of another client and/or another matter.

Let's imagine that you have Exceptional times to re-invoice, or invoicing budgets, which are related to case S2024-12 of client X.

• In the configurable characteristics of the client file X, you can fill in "Invoice other client" to specify the client code Y which must serve as the recipient of invoices generated within the framework of X's matters.
  You can also put in this field: Y/AFFY (= client code followed by slash followed by the account code) if you want the AFFY matter to be used to do this. Otherwise, Y must have a case S2024-12 (i.e. with the same name as that of X which contains the budget, time and/or costs to be invoiced).

• In the configurable characteristics of client X's S2024-12 case sheet, you can fill in "Other Case Invoice" to specify the AFFX case code that will be used to invoice all times and costs relating to S2024-12.

Concrete examples:

- For an accounting firm: If you have a 2024-12 case for account maintenance, and an S2024-12 case which contains the social, you can put in the S2024-12 case sheet in "Other bill. Deal” value “2024-12”, so social and account maintenance will be charged together within Deal 2024-12. The social invoice lines will be indicated with a subtitle in the invoice, and in addition the profitability analysis will take into account in the social matter that invoice lines have been issued.
Indeed, the invoice is associated with 2024-12, but the invoicing lines allowing the analyzes of the realized are assigned to the matter of origin

- To invoice a reseller: If you work for clients CLIENT1, CLIENT2, ... of a reseller RESELLER, and you want to issue a single invoice each month that contains everything that is billable and associated with each end client CLIENTN, on the FACT_ALL matter, you can edit all the CLIENTN end client files to put in the configurable characteristics "Invoice other client" with the value "RESELLER/FACT_ALL".