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
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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 > ...
Client Service-wise User & Billing Settings for Auto Tasks and Auto Invoicing
This feature allows you to configure Billing Entity and Assigned Users for each client's service. These settings are used for automatic task generation and automatic invoice generation. You can configure the Billing Entity in two ways: 1. Client → ...
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 ...
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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 ...