Send an engagement letter to sign

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.

On a draft engagement, press Send to Client. The letter goes to the client’s signatory as an eSignature package in BMS for Clients, and the engagement moves to Awaiting Client.

Waiting for the client to sign.

When the client signs, the engagement is accepted, and it becomes active on its start date: its work is created and billing starts.

• If the client has already agreed another way, press Accept on Behalf instead.
• To change the letter after sending, press Revert to Draft; the letter out for signature is withdrawn.