Setting Up Recurring Invoices
Billing within Liscio allows for recurring invoices to be sent to your clients from QBO or Liscio invoices. Recurring invoices will automatically charge clients on the invoice date after they have authorized automatic debits. If the client has not ...
How to Complete a Task
After you complete a Task, you must mark it complete in order for your firm can review the Task. 1. Click the Mark Complete button at the bottom of the task. 2. Once your firm reviews the Task and marks it complete on their end, the Task will be ...
How to Create a Task
1. Click +Add New in the upper-left side of your screen. 2. Click Task. 3. Select Task Type. 4. Select the Account. 5. Select the Contact. 6. Select a Due Date (or make it recurring). 7. Select an Owner. 7. Enter a Subject Line. 8. Enter a ...
How to Comment on a Task
Use the comments section to ask your firm questions or respond to their comments. When a new comment is made on a Task a pink dot will appear next to the Task. To comment on a Task: 1. Click on Tasks on the left side of the screen. 2. Use the filters ...
Using Task Filters
Task filters will help locate specific tasks on your Tasks page. Task Filters include: Type: Get a Signature, Manage To Go Items, Request Information Owner: The firm employee who is the Task Owner Account: The Account (entity) to which the Task ...