A client's services

The Services tab on a client's page lists every service they agreed to, on every engagement, with its price and how often it bills. Click one to open it on the side.

Active, Upcoming, Inactive

Under each service's name is where it stands:

• Active: it is running. It is within its agreed term, or still billing.
• Upcoming: agreed, but it has not started yet. Next year's renewal is one, and so is a service added with a later start.
• Inactive: it is over. Its term ran out, its engagement ended, or somebody ended it.

Beside it, the date that matters: "Expires on" and the day it stops, Due for renewal when it keeps billing past the end of its term, and "Expired on" or "Ended on" once it is over. Within 30 days of its end it also says Expiring soon.

A paused service is still Active: pausing stops its billing for a while, and the card says so on its own line. A service on a proposal the client has not accepted yet has no status at all.

Services that are over

Inactive services are hidden so the list shows what is running. Turn on Show ended services at the top of the list to see them.

Ending a service

Open the service, then More actions › End service. It takes effect at once and cannot be undone:

• its billing stops today, and payments not invoiced yet are never billed;
• a job that repeats with it stops too;
• invoices already sent stay as they are, and the client is not emailed.

When every service on an engagement has ended, the engagement is marked Complete, as long as its work is done.

Ending everything for a client

End all services, on the right of the Services tab, ends every active and upcoming service the client has, all at once. You type END to confirm, because it cannot be undone. Proposals the client has not answered yet are left alone.

Only people who may take payments can end services.