OFFICE: Items / Add-ons / Packages / Taxes / Discounts Settings
What are Items, Add-ons and Packages?
An Item is a service or product that is billed on an Invoice or Estimate which is accompanied by a quantity and rate. In addition to individual line Items, you can also include Add-ons and Packages. Add-ons are additional services or products that can be purchased in addition to the main item and Packages can be created for when you want to group Items and Add-ons together in order to offer your Clients a specific Package option.
Creating pre-configured Items/Add-ons and Packages will allow you to quickly add them while creating an Invoice, Estimate, Invoice Generator, Recurring Generator, or Accumulating Generator.
CLICK HERE to learn about Billing
How do I customize my Billing Items?
Navigate to Office > Settings and click the Items tab in the left vertical menu bar.
Click the +Add Item button.
A modal will appear with fields to fill out.
Name: The name of the service or product.
Description: An optional description of the service or product.
Rate: The monetary amount of a single quantity of the Item
Item Discount: An amount that will be automatically subtracted from the Total Value of the Item. You can choose to enter a value that is either an amount or a percentage.
Picture: You have the option to override the default picture/image for Items by adding your own picture/image here.
Automation Options: Automations set here will fire anytime this Item is in an Invoice that is marked as Paid or and Estimate that is Approved.
IMPORTANT: Please note: If you are creating Dynamic Items you will need to create the Item directly on the On-Demand Invoice Generator. The Dynamic Item can then be saved to the items list for future use.
CLICK HERE to learn more about On-Demand Invoice Generators
How do I customize Add-ons?
Navigate to Office > Settings and click the Add-ons tab in the left vertical menu bar.
Click the +Add Item button.
A modal will appear with fields to fill out.
Reference Title: The name of the Add-on (internal Title).
Public Title: The title of the Add-on to be shown on the Invoice/Estimate.
Public Description: An optional description of the Add-on.
Picture: You have the option to override the default picture/image for the Add-on by adding your own Picture/Image here.
Price: The monetary amount of a single quantity of the Add-on.
Conditional Availability: Add the Items that ensure the Add-on you create is only available when those items are selected. Additionally, you can have multiple items and then toggle the button which will require all items are to be selected for the Add-on to be available.
Automation Options: Automations set here will fire anytime an Invoice is marked as Paid or an Estimate is Approved with this Add-on.
How do I customize Packages?
Navigate to Office > Settings and click the Packages tab in the left vertical menu bar.
Click the +Add Item button.
You can set your packages as One-time Payment or Subscription Plan by clicking the following buttons.
Reference Title: The name of the Package (internal Title).
Public Title: The title of the Package to be shown on the Invoice/Estimate.
Public Description: An optional description of the Package.
Picture: You have the option to override the default picture/image for Packages by adding your own picture/image here.
Price: The monetary amount of a single quantity of the Package.
Subscription Plan: If you are adding the Package to a Subscription Plan instead of a one-time Payment you will select the Subscription Plan from the dropdown in leu of adding the price.
Included Item(s): Add one or more items to the Package.
Included Add-on(s): Add any Add-ons you wish to include in this Package. Please note: Add-ons must pass the Conditional Availability check based on the items you include.
Automation Options: Automations set here will fire anytime an Invoice is marked as Paid or an Estimate is Approved with this Package.
What is Tax?
A Tax is an additional fee that can be applied to an Invoice or Estimate.
Taxes are percentages and can be applied in one of two ways. It can either be applied to an individual Item or the overall Total.
How do I customize my Billing Taxes?
Navigate to Office > Settings and click the Taxes tab in the left vertical menu bar.
Click the +Add Tax button.
A modal will appear with fields to fill out.
Name: The name of the Tax.
Description: An optional description of the Tax.
Rate: The percentage of your Tax.
Apply Tax: You can choose to apply the Tax either before or after the Discount is calculated, if applicable.
Global Tax: When checked this tax will always be applied.
What is a Discount?
A Discount is a deduction of an amount that can be applied to Invoices and Estimates.
It can be either an Amount or a Percentage and can be applied in one of two ways. It can either be applied to an individual Item or the overall Total.
How do I customize my Discounts?
Navigate to Office > Settings and click the Discounts tab in the left vertical menu bar.
Click the +Add Discount button.
A modal will appear with fields to fill out.
Name: The name of the Discount.
Description: An optional description of the Discount.
Rate: A numeral value that will either be a percentage or a monetary amount.
Rate Type: Choose to make the Rate value either an Amount or a Percentage.
TIP: If you set the Rate Type as "Amount" the currency will be based on what you have your Invoice or Estimate configured as.