Add a service for a client

Services represent the work that your firm performs for your clients. Use the following steps to add services for your clients.

You'll need to have service templates set up prior to completing the following steps.

Select
Setup
, then Clients
.

Select
Add
, or select Edit
next to an existing client.

Select the Services
tab.

Select
Add
, or Edit
next to an existing service.

Select a service from the Service
field.

Onvio pulls in the service information from the template.

You can manually change the service information, except for fields that are not available.

note

If your firm uses staff billing rates, they'll need to set them up in advance.

Select
Save
. The service will appear in the client's Services list.

This article applies to: