Enable, Disable or Change Recurring Service

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• 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: ...

• 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. ...

• Create a Service

  Open the Main dashboard. Go to Setting and open Services. Click on “+New” button. Provided Service Name Like GST, ITR, Audit, etc. Click the Next button. Enable the service (is enabled?) or (Is Recurring?) Select user(s) and fill in billing details. ...

• 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 ...

• Create a Custom Field in Service

  Go to Setting and open Services. Select a specific service. Go to the Custom Fields tab. Click on “New Custom Fields” button. Fill required custom field and select Field type. Input option for filling details and Select option for an objective. ...