DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
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Frequently asked questions
FAQ-022How do I assign a service to a client?Services, renewals and legacy billing · Agency and team
In Services, select Assign Service. Complete the five steps: Client, Service and Price, Start and Terms, Customer Since and Invoice, and Review Setup. Choose the client and offer; review the price, dates, source, and owner; then choose what should happen with the next invoice. Save and Continue keeps your progress so you can return later.
On the final review, make corrections with Edit and confirm the assignment. A partially saved setup appears as incomplete; it is not an active service.
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