Services

Admin > Finance > Services

The Services page maintains a list of standard services. A service is work performed for a customer that is billed on a weekly, monthly, quarterly, or annual basis and is typically part of a recurring service contract. A flat fee is specified for each type of device or service that is supported in your client’s environment. These services are available in a drop-down list when building recurring contracts using the Finance Module > Contracts page.

Creating Services

1. Select the Admin > Finance > Services page.
2. Click New.
3. Enter the following fields.
   • Service Name
   • Description
   • Unit Price
   • Unit Cost
   • Status - Active or InActive
   • GL Account - Select general ledger account to record postings.
   • Taxable - Taxable or Non Taxable
4. Click Save.