Services
Selling work rather than goods: service items, invoices and estimates, payments, refunds, repeat invoices and service revenue.
About this module: Service business software →
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How to Set Up Service Items
Switch on Services under Settings → Business Settings → Modules. Then open Services → Service Items, click Add, and give each service a Service Name, what it is Charged per, a Rate and, if you track it, the Cost Rate to deliver it.
How to Send Service Invoices and Estimates
Open Services → Invoices and click New Invoice. Choose the customer, add a line for each service, set the due date and click Save Invoice. On the invoice, Send sends it by email, SMS or WhatsApp, Copy Link gives a link the customer can open, and Download pdf saves it. Estimates work the same way.
How to Take Service Payments and Issue Refunds
On a service invoice, click Record Payment, enter the Amount, Payment Method and date, and save. To refund, click Refund, enter the Refund Qty for each line and click Issue Credit Note; then record the payout to the customer separately.
How to Set Up Repeat Service Invoices
On a new service invoice, tick Raise this invoice again automatically under Repeat Invoice, choose how often in Repeat every, the day of the month and the Number of repeats, and save. Manage them under Services → Repeat Invoices. The Subscriptions module must be switched on.
How to Read Service Revenue and Set Up Your Invoice
Services → Revenue shows revenue, the cost to deliver, gross profit, jobs and average job value for the period, by service, by staff member and by branch. Services → Invoice Setup chooses the invoice layout, colours and letterhead.
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