Tips · Tip
Put a retainer client on a monthly invoice
A client on a monthly contract needs three things: a company card, an invoice drafted every month, and a place to ask you things. Set all three up once.
Add the company
In Contacts › Companies, press “New company”, fill in “Company name” and, if it has one, its “Email domain”, so its people are filed under it.
Put the fee on a schedule
In Invoicing, press “Recurring invoices”, then “New recurring invoice”. Pick the client, choose “Every” 1 month, add the fee as a line and press “Save”.
Send what it drafts
Each month the schedule makes a draft invoice in Invoicing. Open it, check it and press “Send”.
Point the client to their account
With Support switched on, a client on your list who signs in on setvos.com sees a “Requests” tab to write to you, and their invoices beside it.
Read next
Keep a record for each company you work with
Group the people you deal with under their company, see each company’s open deals, and let new clients file themselves by their email domain.
Bill the same customer on a schedule
Set up a recurring invoice issued every one, three, six or twelve months, and pause, run early or delete it.
How clients write to you and follow their tickets
Clients can open a ticket and read your answers in their online account, the one they use to book with you.
More in Tips
- Publish the rota before you share your booking link
- Put your booking link in your Instagram and Google profiles
- Print the QR code for your counter and mirror
- Let clients get reminders in Telegram for free
- Reminders go out by themselves — time them per service
- Set quiet hours so automated messages never arrive at night
- Press ⌘K to find anything
- Arrange your dashboard around your day
- Set up roles before you invite your team
- Check for duplicate clients after an import
- Capture a lead from Telegram in one message
- See your Setvos appointments in your phone’s calendar
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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