Example (Annual Bill): I have annual membership for $1,200. This way your budgeted amount will be accurate for the first two and consecutive months. When you pay the bill, the following quarter will be $600 / 3 months i.e. The amount you budget for the next two months is $300 p/m. It is May and the next instalment is due in two months. Example (Quarterly Instalment): I have quarterly council rates for $600. If you have quarterly, annual or period bills and your always falling short then follow this guide.

If there is already an amount in this field, add the bill amount to this value.

Online Services and set the frequency at which this amount must be paid. Enter the amount for the bill in the amount field for the relevant category, e.g. Locate the category group you wish tot set a bill amount for and click on the edit (pencil) icon to view the categoriesĤ. Scroll down to view the budget category group tilesģ. Access your budget by clicking on Your Goals & Budget at the top of the screenĢ. Active: Client has created their account and data is available To change any of the client’s details, status or products from the administration, adviser portal click on the menu tab located next to the clients status and a pop up will appear.ġ. Invited: Invited, but not yet registered 2. The status of the client can be either 1. Once registration is complete, the status of the client will be updated based on the status that the client is current in. The invited client will receive an email with a link to register.

If you have multiple product types within your account you will need to also choose the right pathway of product you wish to invite your client to e.g Lite or Pro in the exampleģ.

You will be prompted to complete the fields and once complete select “send invite”. Once you are logged in as to your administrator or adviser dashboard click on the +Invite buttton and select “client”.Ģ. To invite a new client, you have to be an administrator or an adviser.

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