Overview
A Service is an amount charged to your client for completing a task. Once a service has been created, there are two places where the service amount can be modified for your clients, the Settings page and the Companies page.
The Settings page is where you can modify the amount charged for Standard services for all Existing and New clients. Only an Admin user can access Services and Fees that have been created in the 'Settings' page.
The Companies page is where you can modify both Custom and Standard service amounts for a specific Client.
Related Article:
Changing a Service Amount Fee (Companies Page)
This article will review how to modify the service fee amount for a client individually. To change the default service amount for a Client Company:
1. Click on Companies
2. Type the Company Name in the Filter by Name field and click Enter on your keyboard
3. Click on the Company Name
4. Click on Service Fees (all services including Client specific and Standard will populate)
5. Update the service Fee amount(s) for that specific company.
6. Click Save Fees