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Access your clients' subscriptions

Created on  | Last modified on 

Summary

Where to access your clients' subscriptions in Client Management.

Description

How to access your clients' subscriptions, such as Sage Accounting or Sage Payroll.

Resolution

Go to your Clients and prospects list and select the Product along the same line as the client.

Access client subscriptions from the client list


Alternatively, you can open a client record and click Launch product from within the Products tile.

Access your client's subscriptions from the Subscriptions tile


 NOTE: If your client is paying for a subscription, you will need to open the client, select the Products tab, then look under the Connected heading.