Archetype Software Limited

Fees / Invoice Management:   (some screen shots from Archetype Finance)

Archetype's fee or invoice management provides a system for scheduling fees and for producing and managing the fee notes or invoices.

You can create schedule of fees for a project where the fee stages can be linked to work stages. The projected fee for each stage can be entered as a percentage of the total fee or as fixed values and can include additional reimbursable expenses and time charges as appropriate.

Click to enlarge Archetype can then display a combined fee schedule for all your projects as shown below. This shows, for each month, the fees that were scheduled, issued, paid and unpaid. This chart can be displayed for any time period so you can check what has been paid or what is due to be issued in the future. You can produce reports of monthly and quarterly fee incomes. In fact many reports can be produced e.g. VAT for a quarter or year, income and VAT over any period, fees for a selected client, fees relating to a particular partner/directors jobs or by job type, overdue fees/invoices (see below).

Simply double click on the chart to open the fee schedule for a job and then create your fee notes or invoices. Dates can be easily changes so that if a job is running late or a stage is completed earlier than expected, the date of the fee note/invoice can be changed and the change is immediately reflected in all forms and reports.

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The report below shows overdue fees.

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