See how TaxDome can save your firm 40 hours per employee each month. Register now for TaxDome bootcamp 2.0!

Join in-depth webinars to get up to speed on automations, invoicing and team collaboration.

Document

Pipelines Conditions (Advanced): Automated discounts for returning clients

Pipelines Conditions (Advanced): Automated discounts for returning clients
7 Min

No need to create another pipeline or do the manual work if you want a certain group of your clients to automatically receive discounts, as they are new or returning clients. Here, we will tell you how to use conditional logic inside pipelines to deal with that.

Covered here:

 

Read more

Document

Pipelines Conditions (Advanced): Automated discounts for returning clients

No need to create another pipeline or do the manual work if you want a certain group of your clients to automatically receive discounts, as they are new or returning clients. Here, we will tell you how to use conditional logic inside pipelines to deal with that.

Covered here: