प्रोफ़ेशनल सर्विसेज़

Why and when you use it

A practice sells time and expertise, not goods. You must know the hours spent on each client, bill them, and check that the TDS clients deduct appears in Form 26AS (the tax credit statement on the income-tax portal). Partners approve time and raise bills; staff log their hours.

Before you start

• Professional Services active (Enterprise plan)
• Your firm's GSTIN and state set in Business Setup
• Fee rates agreed with clients

Step by step

1. Add the clientIn Clients, Engagements & Billing open Clients and fill New client: Client name, GSTIN, PAN, TAN (if they deduct TDS), State / place of supply, Category and Credit limit (₹). Press Save client. Under Contacts add the Contact name and Designation, tick Primary contact or Billing contact, and press Add contact.
2. Open an engagementIn Engagements fill New engagement for each piece of work, such as an audit or monthly returns, and press Save engagement.
3. Log timeEach person opens My time, uses Log time and presses Add entry for hours worked. At the end of the week press Submit my drafts for approval.
4. Approve timeThe partner opens Approvals, sees Waiting for approval, ticks entries and presses Approve selected or Reject selected.
5. Raise the invoiceIn Billing use Raise an invoice for the engagement and press Raise invoice. GST follows the client's place of supply.
6. Match TDS with Form 26ASOpen TDS & Form 26AS and use Import Form 26AS. Compare the TDS clients say they deducted with your invoices and follow up gaps.
7. Use the other tabsReports & Reminders gives WIP, billing and follow-ups. Leads & Proposals tracks new work, Client Due Dates the filing deadlines you handle, Documents & Requests what you need from clients, Team Capacity & Leave who is free, Quality & Risk reviews, and Templates & Knowledge your standard formats.
8. Check Registers Overview, Accounts and My PlanThe last tabs are shared by the industry modules. Registers Overview gives one summary of the registers in Professional Services, Accounts shows the money side of the module and how it reaches your books, and My Plan confirms the module is active - it reads "Professional Services Enterprise (Enterprise plan)".

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