Create an engagement and add services

For firms that bill in BMS

This applies when your firm raises its invoices in BMS. A firm whose money lives in MYOB AE raises its bills in MYOB AE; see How billing works when MYOB AE holds the money.

1. Press New Engagement and choose the client and the start date.

2. On Services, press Add Service and pick one, such as Monthly accounting, from your service templates.

3. Check each service’s billing (monthly, on start or on completion), fee and the work it creates. Connect Work links an existing job.

4. Under Pricing, choose how prices show in the letter.

A draft engagement.

Then write the letter on the Agreement tab and send it to sign.