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.

You can choose to create it as a 'One Time' payment or 'Subscription Plan'.

CLICK HERE to learn about Subscriptions

Image: You have the option to override the default picture/image for Items by adding your own picture/image here.

Reference Title: This is a friendly name (For Staff Only).

Public Title: The title that is seen by the Target.

Public Description: An optional description of the service or product.

Highlight Tag Label: A highlight Tag will be used on a Checkout Form or Proposal Block to generate interest i.e. Popular or Best Deal.

Make a Donation: You can add the option for the Target to make a donation.  If yout toggle this option a minimum amount and default value will be required.

Quantity: the number of units.

Allow Target to change Quantity: You can optionally allow the Target to Change the Quantity to another Quantity of their choice.

Rate: The monetary amount of a single quantity of the 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.

Tax: By toggling this option you will be able to add the tax.

Make this a Dynamic Item: When toggled it unlocks Dynamic Items when using  you can adjust the Quantity, Rate and Discount when using an Auto-Template/generator.

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

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.

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 ADD-ON button.

You can choose to create it as a 'One Time' payment or 'Subscription Plan'.

A modal will appear with fields to fill out.

You can choose to create it as a 'One Time' payment or 'Subscription Plan'.

CLICK HERE to learn about Subscriptions

Image: You have the option to override the default picture/image for Packages by adding your own picture/image here.

Reference Title: This is a friendly name (For Staff Only).

Public Title: The title that is seen by the Target.

Public Description: An optional description of the service or product.

Custom Price Description: Optional, will be used as Price format text, if not set will be used default formatted price.

Highlight Tag Label: A highlight Tag will be used on a Checkout Form or Proposal Block to generate interest i.e. Popular or Best Deal.

Make a Donation: You can add the option for the Target to make a donation.  If you toggle this option a minimum amount and default value will be required.

Quantity: the number of units.

Allow Target to change Quantity: You can optionally allow the Target to Change the Quantity to another Quantity of their choice.

Rate: The monetary amount of a single quantity of the 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.

Tax: By toggling this option you will be able to add the tax.

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 Package button.

A modal will appear with fields to fill out.

You can set your packages as One-time Payment or Subscription Plan by clicking the following buttons.

You can choose to create it as a 'One Time' payment or 'Subscription Plan'.

CLICK HERE to learn about Subscriptions.

Image: You have the option to override the default picture/image for Items by adding your own picture/image here.

Reference Title: This is a friendly name (For Staff Only).

Public Title: The title that is seen by the Target.

Public Description: An optional description of the service or product.

Custom Price Description: Optional, will be used as Price format text, if not set will be used default formatted price

Highlight Tag Label: A highlight Tag will be used on a Checkout Form or Proposal Block to generate interest i.e. Popular or Best Deal.

Rate: The monetary amount of a single quantity of the 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.

Tax: By toggling this option you will be able to add the tax.

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.