3.3 Ongoing Plan
What is the Ongoing Plan?
The Ongoing Plan is for Clients with who can send Requests without restrictions and the Admin Bills every day/week or month.
Example: Client has no retainer but an agreement that they will be billed very month for Requests.
To setup your Client as Ongoing, Go to Admin Dashboard > Clients > New Client
Select Ongoing from the plan settings option
Enter the Hourly Rate “€50”
Enter if Tax is added to the hourly rate “23”
Select Save & Exit
Your Client can now send Requests without Restrictions.
How do I send a Bill?
When you want to bill your Client, Go to Dashboard > Requests, then select the Bill button.
This will then filter your requests by Client of which are using the Ongoing Plan.
You can choose which Requests you wish to bill your Client and Select Send.
This will send an email to your client with an invoice attachment.
Your Client can pay the Bill offline and you can credit the hours in the Client Settings.