Difference between revisions of "Adding Products & Charges"

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m (Renamed "Misc. Charge" to "Charge")
m (Renamed "Misc. Charge" to "Charge")
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== Adding Products & Charges ==
 
== Adding Products & Charges ==
  
Companies sell products or services to customers.  
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Companies sell products or services to customers. In the subscription economy, services are attached to subscriptions, while products are usually one off services that are charged as a one off cost to the customer. See the example below.  
 
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In the subscription economy, services are attached to subscriptions, while products are usually items that are charged as a one-time (sale) or recurring (lease/rental) cost to the customer. They can be part of a Service Package, or they can be sold to the customer individually, as in the example below.  
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In order to add a product to a customer, the product needs to be created in the '''Catalog''' previously. The same prerequisite applies to Adding Charges. Those need to be created as part of the Catalog, and then added at '''Customer > Charge''' level. See below for illustration purposes.
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In order to add a product to a customer, the product needs to be created in the '''Catalog''' previously. Same happens for Adding Charges. Those need to be created as part of the Catalog, and then added at '''Customer > Charge''' level. See below for illustration purposes.
  
  
[[File:Edit_Adding_Misc._Charge_v5.png|900px]]
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[[File:Edit Adding a direct Charge to a Customer v5.png|900px]]
 
   
 
   
  

Revision as of 14:39, 29 November 2016

Home    FAQ page    SmartBilling 5.0


Adding Products & Charges

Companies sell products or services to customers. In the subscription economy, services are attached to subscriptions, while products are usually one off services that are charged as a one off cost to the customer. See the example below.


Edit Adding Product v5.png


In order to add a product to a customer, the product needs to be created in the Catalog previously. Same happens for Adding Charges. Those need to be created as part of the Catalog, and then added at Customer > Charge level. See below for illustration purposes.


Edit Adding a direct Charge to a Customer v5.png


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