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How to set up monthly recurring engagements or record a flat fee charge
How to set up monthly recurring engagements or record a flat fee charge

A quick guide on how to record your monthly engagements or flat fee charges in Financial Cents (flat fee or value pricing)

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

You can set up the monthly recurring or flat fee rate on the client's profile by adding it to the client's profile.

Client CRM > Dashboard > Client's profile > Activity > Billing

Once you are on the billing tab, you will see the ability to set up your recurring engagement. This will automatically add the billing record on the 1st day of the recurrence. For example, the first day of the month or quarter.

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