Client billing

Pick a client on the left, or create a new one. Then click Start onboarding and the system looks after the rest:

1. Service agreement is sent for e-signature.
2. Deposit request goes out once it is signed. You confirm Payment received.
3. Client questionnaire is sent after payment. Your approval is only needed where you chose "Ask me first" in Settings.
4. Review and ImmiFill: check the automatic review of their answers, approve, and ImmiFill fills the portal pages for you to submit.

Friendly reminders go out automatically if a client goes quiet. Anything that needs you appears in Waiting for you at the top.

Billing works as before: Deposit Request, Payment Receipt, Invoice and Itemised Statement of Services, from each matter.