HELP CENTRE
bookkeeper, accountant & business advisors SET UP CENTRE
- Set Up Steps to Add Terms of Engagement to your Service Proposals, Website and More
- Download Email Templates
- FAQs on Contracting for Professional Services
GET SET UP WITH TRADIE TERMS
Check out our range of Helpsheets, Templates and Videos
DOWNLOAD AND SAVE YOUR TEMPLATES
It's essential to save your Template to your Laptop or PC
Click to View Helpsheet: HOW TO SAVE YOUR TEMPLATES
ADD TERMS TO YOUR WEBSITE
If you have a website, you can load your Terms of Engagement/Service to your Site
This makes it easier to add a link to the webpage to your Quotes/Service Proposals + Invoices
Click to View Helpsheet:HOW TO ADD YOUR TERMS OF ENGAGEMENT TO YOUR WEBSITE
XERO SET UP GUIDES
Browse the help sheets with accompanying videos below to get your terms added inside the Xero settings.
Click to View Help Sheet: HOW TO ADD TERMS TO BACK PAGES OF XERO QUOTES
Click to View Video Tutorial: HOW TO DISPLAY A HYPERLINK TO YOUR TERMS IN XERO STANDARD QUOTE
Click to View Tutorial: HOW TO ATTACH YOUR ENGAGEMENT LETTER TO YOUR XERO QUOTES
Click to View Helpsheet: HOW TO UPLOAD YOUR NEW CUSTOM THEME XERO TEMPLATE QUOTE
Click to View Video Tutorial: HOW TO ADD CUSTOM TEXT TO INVOICE FOOTER
Click to View Help Sheet: HOW TO CUSTOMISE YOUR COVER EMAIL INSIDE XERO
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
Note: We are not Xero specialists or Xero certified trainers. If you need specific Xero support, please contact your bookkeeper, accountant or a certified Xero specialist.
ENGAGEMENT LETTER TEMPLATES: BOOKKEEPERS & ACCOUNTANTS
These letter templates will set you up with excellent customer service. Use the letter template and helpsheet guidance to create a professional engagement letter to accompany your services proposals.
Click to View: TERMS OF ENGAGEMENT LETTER TEMPLATE_BOOKKEEPER_HELPSHEET
Click to View: TERMS OF ENGAGEMENT LETTER_ACCOUNTANT_TEMPLATE_HELPSHEET
Can’t see the letter template you are looking for? Email us at support@tradieterms.com with your request.
EMAIL TEMPLATES: BOOKKEEPERS & ACCOUNTANTS
These email templates will set you up with excellent customer service. Use them to confirm service selections, remind clients about key dates and inform them of key changes.
Click to Download: CONFIRMATION OF SERVICES EMAIL-FIXED FEE SERVICES
Click to Download: CONFIRMATION OF SERVICES EMAIL-ONE OFF PROJECTS/TRAINING
Click to Download: KEY DATE REMINDER EMAIL_ANNUAL RETURN
Click to Download: KEY DATE REMINDER EMAIL_GST RETURN
Click to Download: KEY DATE REMINDER EMAIL_PROVISIONAL TAX
Click to Download: SERVICES VARIATION EMAIL_DECREASE SERVICES
Click to Download: SERVICES VARIATION EMAIL_INCREASE SERVICES
Click to Download: FAILED PAYMENT (RECURRING SERVICE PLAN FEE) INFORMER EMAIL
Click to Download: TAX RETURN KEY DOCUMENTS EMAIL
Click to Download: CONFIRMATION OF COMPLETION OF TAX RETURN EMAIL
Click to Download: ISSUANCE OF NEW UPDATED TERMS EMAIL
Click to Download: PRICE INCREASE INFORMER-FIXED PRICE SERVICE PACKAGES
Can’t see the email you are looking for? Email us at support@tradieterms.com with your request.
EMAIL TEMPLATES: COACHING AND BUSINESS ADVISORY
These email templates will set you up with excellent customer service. Use them to confirm service selections, remind clients about coaching/training sessions and inform them of key changes.
Click to Download: COACHING SESSION REMINDER EMAIL
Click to Download: CONFIRMATION OF SERVICES EMAIL-ONE OFF PROJECTS/TRAINING
Click to Download: SERVICES VARIATION EMAIL_DECREASE SERVICES
Click to Download: SERVICES VARIATION EMAIL_INCREASE SERVICES
Click to Download: ISSUANCE OF NEW UPDATED TERMS EMAIL
Can’t see the email you are looking for? Email us at support@tradieterms.com with your request.
BONUS HELPSHEETS AND VIDEOS
These help sheets offer extra guidance on common FAQs
Click to View Helpsheet: HOW TO WORK WITH COMMERCIAL CLIENTS
Click to Watch Tutorial: GUIDE TO YOUR BOOKKEEPER, TAX AGENT AND ACCOUNTING TERMS OF ENGAGEMENT (30 MIN WATCH)
Can’t see the answer you are looking for? Email us at support@tradieterms.com with your question.
CAN'T FIND WHAT YOU'RE LOOKING FOR?
Get in touch with us at support@tradieterms.com
Or schedule a free 15-minute support chat
NEED 1 on 1 HELP?
We get it. From time to time, you need a little extra help.
You can book a one-on-one consultation with our Terms of Trade Expert for additional support
Common Consulting Services Include:
Footer Customisation
XERO Quote Layout Customisation
Schedules of Rates
Private consults start from $295 per hour (+GST if applicable)
