In Agreements, you'll find signed proposals. A row represents an agreement with a client. A client can have multiple agreements, and they appear alphabetically by company name on the Agreements page.
You can quickly manage an agreement by clicking the three dots menu when hovering over it.
To onboard your existing clients to Anchor click the import button, and follow the instructions. Using this special white glove service, you can onboard your existing clients without requiring them to sign another proposal.
When you click on an agreement, you'll see five pages (tabs):
From the Agreement tab, you can view the latest version of the agreement and edit it if needed.
In the Billing Hub tab, you can manage client billing; review future invoices, bill manual services, and more.
From the Payment Method tab, you can view the payment method connected to the agreement, and log in as an accountant if you have Accountant Access.
In Invoices, you can view all of the issued invoices.
The Activity Log detailing each event in the client relationship.
These tabs can also be accessed by your clients through a dedicated client portal, ensuring complete transparency.
To share a link with your client to a specific page in the agreement;
Go to the agreements page
Find the agreement
Click the three dots menu
Click ‘Share link’
Sharing a link with them is easy using the menu here. Click ‘Share link’, and select which page you’d like to send them to.
