As a rule of thumb, whenever a change requires your client to pay more than agreed in the agreement, we will need their approval. The list includes:
Service addition
Price increase
Discount reduction
Net terms reduction
Billing cycle shortened
Description of service change - this edit has no direct relation to the increase or decrease of items or prices but informs the client of a change in scope, and therefore the client must approve it.
Use our Auto-Approve Agreement Amendments feature to ensure that changes will take effect automatically after a defined period. Read more
💡 Changes will always be notified to your client via email, even if they do not require approval. Below is a list of agreement changes and how they are reflected in an email sent:
Change made | Example message in the email |
Service addition | Bookkeeping - has been added to our agreement. |
Price | Bookkeeping - price was changed from $200 to $300. |
Discount | Payroll - discount was changed from 50% to 30% |
Net terms | Payroll - payment terms were changed from 5 days to 3 days |
Billing Cycle (monthly/weekly/etc) | Tax Collection - billing cycle was changed from monthly to weekly |
Service description | Tax Collection - service description was changed |
Service removed | Tax Collection – has been removed |