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Assign Services to a client and watch the delivery queue

Put a client on a Service and let the delivery queue tell you what is due, when, and whether it went out.

5 minutes per client · My Practice

What you get

A dated list of what you owe each client, and what they owe you, without a spreadsheet.

Steps

  1. Go to Clients and open the client.
  2. Open the Services tab.
  3. Click Assign Services and choose from your catalogue.
  4. Leave Auto send on if the deliverable should go to the client when it is due; switch it off to review first.
  5. Read the Delivery Queue: each row shows the service, its deliverables, the type (Monthly, Yearly, One Time), the due date and its status.

A client's Services tab with the revenue tiles, assigned services and the Delivery Queue

A client's Services tab with the revenue tiles, assigned services and the Delivery Queue

Where it shows up

The three tiles at the top of the tab — Recurring Revenue, One-Time Revenue and Total Book Value — are this client's share of the practice totals on Services. On the Clients list, the Services column names what they are on and Service Revenue what it is worth. AppVentory also raises a notification when a deliverable falls due — "Software & AI Financial Health Check is due for …".

Reviewing from the practice side

Services → Assigned Clients lists every client with their realised revenue and service count; expand a row for the same queue.

What you've unlocked

Next: Read your revenue from Services