Record services and payment details

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.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select the Services tab.
4. Enter the Accounting fees agreed, then select the Payment method from the list.
5. 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.