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Fees
/ Invoice Management: (some
screen shots from Archetype Finance)
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.
The report below shows overdue fees.
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