Difference between revisions of "Services"

Revision as of 17:46, 20 June 2016

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Services

Definition:

Services are Catalog Items offered for sale.

Services are usually' intangible (i.e. telephone service)

Services are not usually recorded in an availability inventory, and cannot be inventoried as 'in-stock' within SmartBilling.

Services can be associated with Misc. Charges, for example, a provisioning charge or an installation fee.

Services can optionally be associated with Rates, in order to invoice usage associated with the Service.

Services can be combined together with other Products, Services and/or Misc. Charges inside Grouped Offers

Procedure to follow when creating Services:

• On the 'Products and Services' page, click on the 'Add Service' link.
• Fill out the General Section of the Service information page (Name, Description, Category),
  • Populate the Commissionable check-box if Sales Commissions can be earned on the sale of the product,
  • Populate the Resale check-box if you intend to track purchases of the Product from a Supplier.

• Fill out the Charge section of the Product information page
  • Populate the Charge information (Name, Type, Currency)
  • Populate the Taxable/Non-Taxable information.
  • Populate the G/L Accounting Code with the respective G/L Account
  • Populate the Price & Cost information (amount, flat fee or per-unit price)
  • If you wish to display or hide zero-price items on the invoice, check or un-check the 'Display Zero' check box.

• Fill out the 'Billing Identifiers' section.
• Click the [Save] button

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