Choose what you collect

Set the documents each service asks for, once, and every period's checklist follows.

1. Go to Checklists. Each service has a checklist; open one to change it.
2. Add, rename, reorder or remove documents. Mark each one Required, or May say none for documents a client may not have every period, such as credit and debit notes.
3. Add a short hint the client sees under the document's name.
4. For a service you do not use yet, choose a ready-made checklist from More services.
5. On a client's page, skip a document that client never has, or add one only they send.