Setting Up Client Agreements
Client agreements help you stay compliant, manage billing, and keep your business running smoothly.
Step 1: Go to My Company
- From your dashboard, click on My Company in the navigation menu.
Step 2: Open the Agreements Tab
- Inside the My Company section, select the Agreements tab.
Step 3: Create or Edit Client Agreements
- From this tab, you can:
- Create new client agreements
- Edit existing agreements
- Update billing information
Step 4: Save Changes
- Once your agreements and billing details are complete, click Save to update.
✅ Your agreements will now be ready to use with clients, keeping your business compliant and streamlined.