How to0:39

Automate a client follow-up

Add the suggested rule under Clients, Automations, and each finished bookkeeping month sends the client a request for next month's statements.

Steps

  1. Open Clients, then Automations.
  2. Under Suggested rules, find Bookkeeping: ask for next month's statements, and click Set up.
  3. It runs when recurring work is marked done, and the service name contains Bookkeeping.
  4. Then it emails the client a request for bank and credit card statements. You can change any of it.
  5. It's set to Active. Click Save.
  6. The rule is on. Automations are on Small Firm and Agency.

Plan: Small Firm and Agency. Compare plans

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Invite a client to the portal

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