Help Centre | Bookkeepers & Accountants

Access our How To Guides to Help You to Set Up Your Terms of Engagement, Onboard Clients and Keep Them Informed

ADDING TERMS TO WEBSITES, QUOTES, BOOKING FORMS

Discover the range of methods to ensure your terms of engagement apply to every job, every time to protect your payment rights

HOW TO ADD TERMS OF ENGAGEMENT TO YOUR WEBSITE

HOW TO REFERENCE TERMS OF TRADE IN YOUR QUOTES & INVOICES

HOW TO LINK TERMS OF ENGAGEMENT LOADED TO A WEBSITE INTO TO A XERO QUOTE OR INVOICE

HOW TO ADD FOOTER TEXT TO A XERO INVOICE

HOW TO INFORM EXISTING CLIENTS OF UPDATED TERMS

WORKING WITH CUSTOMERS

Check out our handy checklists and resources

WORKING WITH COMMERCIAL OR CORPORATE CUSTOMERS - YOUR HANDY CHECKLIST

EMAIL - UPDATING CLIENTS - NEW LETTER OF ENGAGEMENT + PRICING INCREASE

EMAIL - UPDATING CLIENTS - PRICING INCREASE