Once you have completed a client take-on form for a client, the services added are shown on the Services tab of the client record. You can add additional services here as required.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
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Select the Services tab.
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Enter the Accounting fees agreed, then select the Payment method from the list.
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Select each service that you will be providing then select Save. Applicable jobs are automatically created and available to view on the Jobs / tasks tab.