In this article we will cover how to adjust fees for services, assigning services to your clients, and raising invoices all within our Practice Management module.
Navigation: Practice Management
Firstly, navigate to the Practice Management module:
Adjusting Fees for Services – Company Wide
Navigation: Practice Management > Settings > Services
Once in the ‘Services’ section, you will be able to see all the default services. You can add in custom services with the purple ‘Add Custom Service’ button.
To adjust the fees on default services you must click on the Service Title of that task - ‘Company Tax Return’, for example.
In this pop-up you will be able to see ‘Billable’ and ‘Fee’. Ensure the ‘Billable’ drop down is set to ‘Yes’, then you can add a ‘Fee’ to this service. This fee will apply to all your clients unless you go into an individual client and change the fee (explained below).
Adjusting Fees for Services – Client Specific
Navigation: Practice Management > Workspace > Clients > [Client Specific] > Settings > Services
In this section you will be able to see all the services you have assigned to that client. You can toggle these as ‘Active’ for them to be used for that client.
Once the service is ‘Active’ you can change their fee. This would only affect this client.
Also, within this section you can give percentage discounts on the total amount of the services.
Assigning Services to Clients
Navigation: Practice Management > Settings > Services > Assign Services
Raising Invoices – Company Wide
Navigation: Practice Management > Practice > Invoices
Once in this section, you can press the purple ‘Raise New Invoice’ button. You will then be taken to this page:
To create a new invoice, populate this page by choosing the client from the drop down and filling in all the relevant information. Once completed, you can either save the invoice as a draft or save it.
Once you press save it will take you back to the main company wide invoice area, you can click on the 3 dots below Actions and select one of the following: Edit, Export PDF, Email, Email Payment Link, Download PDF with link, Reminder, Add Receipt, and SMS.
Raising Invoices – Client Specific
Navigation: Practice Management > Workspace > Clients > [Client Specific] > Workspace > Invoices
In this section you can raise invoices with the purple button ‘Raise New Invoice’.
This will take you into the Practice section as seen in Raising Invoices – Company Wide, however you will not be able to change the client in this screen.
You can fill out this page to raise an invoice for that specific company. Once completed, you can either save the invoice as a draft or save it.
Viewing your Invoices in the Bookkeeping Module
Navigation: Bookkeeping > [Your Accountancy Firm] > Sales > Invoices
To view your raised invoices in your bookkeeping module navigate to the page below.
You should be able to see the invoices raised.
