Clients Recurring Service
After adding clients to the dashboard you can add recurring services for clients like GST Returns, ITR, Accounting, Audit, etc. Also, you can set the price of tasks as per clients.
- Open the Client dashboard.
- Search and click on the client’s name.
- Click on the Services tab.
- Click on the Recurring Services button.
- Now you can Enable or Disable recurring services by using the toggle button.
- You can set Prices for each service.
Related Articles
Create Recurring Service
Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle ‘Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: • Creation Date: ...
Service and Package Bulk Assign to Clients
For Service: Go to Settings > Services. Open a recurring service and go to the Clients tab. Click on the +Assign to Clients button. Choose the clients and save. The service will be assigned to the selected clients. For Package: Go to Settings > ...
Assign User to Client with Particular Service
Go to the Client dashboard. Open a client and click on the "Service" tab. Click on the pencil icon next to "Recurring Services." Click on "Configure Users" that appears next to the service name. Choose the user(s). The task will be auto-assigned to ...
Create Recurring Task
To create recurring tasks, you must first create the recurring service. Please refer to the article "How to Create Recurring Service" After creating the recurring service, you need to assign the service to your clients: Go to the client dashboard and ...
Packages and Client Packages
What are Packages? Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with ...