When we wish to list other services that we have conducted as separate items on the invoice we use this tab.
Note:
Remember that if a service is listed on the invoice separate from your main professional services fee then the professional services description text should not mention the separate service.
Commonly used services are listed in the pink list. (Notice that these too are personalised to the case)
Double clicking an item in the pink list will move it to the top yellow fields.
Once the item is in the top fields FreeDAM allows you to..
- Change the way it reads
- Change the sales account that this will get coded to
- Change the price you wish to charge for the service
Tab from the highlighted field until the service falls into the yellow list.
Here you can see our service in the yellow list.
Incidentally the pink list is able to be customised to your company in a preference screen.
Now let’s add a service that is not in the pink list.
In the top field enter the service as you wish it to appear on the invoice.
Select the sales account that you wish it to be recorded against.
Enter the price for the service
Press ‘tab’ on the keyboard to let the service fall into the list.
The results appear like this on the screen.
Click the ‘Invoice Preview’ tab to see how the invoice will appear on paper.
Note:
Remember that if a service is listed on the invoice separate from your main professional services fee then the professional services description text should not mention the separate service.