We recommend:
Reviewing payroll fees monthly
Reviewing bookkeeping fees quarterly
Reviewing all other fees annually
Step 1 - Prepare your proposal templates
Create two templates:
General fee review template for payroll or bookkeeping reviews
Annual fee review template for yearly renewals
Configure each template with:
Relevant wording in the proposal and email content
Correct acceptance settings:
For mid-year reviews, set to Proposal Only and No Acceptance
Alternatively, use the Acceptance Button Only for simple approval
Adjust content:
Remove unnecessary sections for lighter templates
Include clear instructions in client emails, for example:
“Please find attached your fee review for reference. You don’t need to take any action. We’ll amend your monthly fees”
📌 TIP: Select the Renewal option in your template settings for review scenarios.
Step 2 - Send your fee reviews
Locate the client’s existing proposal in the dashboard.
Click the Actions button and select Duplicate to copy the proposal.
Update the proposal:
Adjust services or fees as needed
Change the template to your review template
Update start and end dates if entering a new financial year
Click Get Calculation to update totals.
Review the proposal details and preview the document.
Send the proposal to the client.
📎 Note: If you've disabled the engagement letter in the template, the system won't send it even though you can preview it.
📌 TIP: If using Auto-Invoicing with QuickBooks or Xero, you can replace existing recurring invoices once the client accepts the proposal, or you mark it as won.
See also
Need Support?
Visit the community hub or contact us in the chat.