🔓 Required Permissions
Team: Create and view projects, Manage phase templates, View and manage invoices, Manage draft invoices, Export invoices
Project: View fees, Manage fees, Manage phases, Manage progress, Approve progress, View invoices, Manage invoices, Manage draft invoices, Export invoices.
Reading time | 5min |
Setup length | 15min |
Steps | 3 |
I/ Activate mandate fees and Manage Amounts
First of all, check in your settings that the mandate fees module is activated in your settings. To do this, go to your settings > Modules > General and activate it.
When you create a project, go to the Fees tab then add the fees.
Then add the co-contractors by activating the module via calculation method then click on Manage companies to add it to the project.
Add your co-contractors and activate the mandate fees module
Then close.
Fill in the table by adding the agent share then the other co-contractors, in % or in amount.
Click on the % located under each label to make an overall distribution.
Change the fee status to Valid.
It's done ! 🎉
The mandate fees is added to your project!
You will see the detailed table in Fees > Summary
Click Actions to download the table.
II/ Invoice the Mandate Fees
When you are going to create a project invoice (see the detailed article), you can invoice the mandate fees:
independently
Select the "production - mandate" type
or with the phases of the project
Select the "Production" type, then in the elements tab of the invoice, add the mandate part, phase by phase or globally using the drop-down menu.
You will see "Mandate" in the list.
It's done ! 🎉
You know how to invoice the mandate part in a co-contracting situation.
III/ Track the Mandate Fees in the Project
In the project, go to the Invoicing tab > Summary then select for "mandate" to have the follow-up.
