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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
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mp20489d20260226145716
Displays the amount remaining to be invoiced on the list of signed quotes.
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This module allows you to visualize the amounts that remain to be invoiced to customers.
It adds a "Remaining to Invoice" column in the list of quotes. For signed quotes: remains to be invoiced = total excluding tax of the quote - total excluding tax of invoices linked to the quote (deposit invoices are not recorded if the FACTURE_DEPOSITS_ARE_JUST_PAYMENTS parameter is defined).