Overview
A Service is an amount charged to your client for completing a task. Once a service has been created, there are two places where the service amount can be modified for your clients, the Settings page and the Companies page.
The Settings page is where you can modify the service amount charged for Standard services for all Existing and New clients. Only an Admin user can access Services and Fees that have been created in the 'Settings' page.
The Companies page is where you can modify both Custom and Standard service amounts for a specific Client.
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This article will review how to modify the service fee amount for New and All Existing Clients.
Changing the Default Service Fee Amount for 'NEW' Clients
1. Click on Settings tab
2. Click on Click Here to Configure
3. Click on the Service from the left menu bar
4. Enter New Default Fee Amount
5. Click Save Changes to Service
Changing the Service Fee Amount for Existing Clients
1. Click on Settings tab
2. Click on Click Here to Configure
3. Click on the Service from the left menu bar
4. Type in the Value
5. Click COPY DOWN to copy this same rate or value across all of your clients.
6. If you need to make changes to a particular company, enter in the value next to the corresponding company
7. Click on Save Pricing Changes