With Engager, you can create as many Letters of Engagement as you need, but we must make you aware of the mechanics of how it works and what you need to do to keep your records up to date and aligned. 

A Client has requested an additional service 

We see this quite often when your end client grows - perhaps they've expanded to the point where they need to register for VAT, Your client now wants you to help prepare and file their VAT Returns. This is great news as it's more revenue for you and you're keeping your client compliant.

You'll need to discuss your pricing with your client and guide them how it all works. When you're ready to formalise this in Engager, you should issue them a Letter of Engagement with the price and schedule of service

How to record this in Engager 

In Engager, you cannot issue ad-hoc Letters of Engager for single services. 

So, on the client record, you would need to add the VAT Service as normal in Section 4 & 5. 

Then, on the left hand side, head to Letters of Engagement. Here you'll see your original LOE that has been approved by the client. 

We recommend Downloading the original LOE and saving a copy. What you could also do, is store this in the client's record for them, in case they ever want to see what was originally agreed. 

Simply add the document to Files - you don't need to notify the client of this as it will confused them.

Now we've saved our original LOE on our desktop, or against the client record, we can now safely go ahead and Regenerate our latest LOE, pricing and terms. 

Let's select -Re-Generate

This will pull through your new changes that you've made in section 4 & 5 for your new VAT Service. 

To avoid client confusion, we strongly recommend that you include a paragraph in the LOE and the  Compose Email window, as you may get the odd client questioning why they need a new LOE / Separate terms etc

A statement along the lines of 'This LOE replaces the original and will become the only agreement in place'

For the LOE - Customise Content and re-generate


Open up the Engagement letter with the chevron and then add in our statement, perhaps under the Engagement Letter heading

Once saved, then add into the email message



And that's it - your client's account is updated and you've got the latest Letters of Engagement sent out and agreed. 

The alternative, which we don't recommend, would be to create a new create a new email to the client, outline your fresh proposal with all the services and new pricing

Add in a couple of lines and then use the placeholders - [Services]
[FeesTable]

Once your client agrees to the changes, use the method above.