add_services
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add_services [2014/10/19 20:22] Lisa Adams created |
add_services [2014/10/22 13:01] Lisa Adams |
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| - | **Setup > Services > Add Service** | + | ===== Adding a Service ===== |
| - | + | ||
| - | ===== Create a service ===== | + | [[https://billing.snapbill.com/setup/service/add|Setup > Services > Add Service]] |
| SnapBill lets you setup service packages to add to customer accounts. Service packages tell SnapBill when to make and send invoices, for what amount and for which of your services or products. | SnapBill lets you setup service packages to add to customer accounts. Service packages tell SnapBill when to make and send invoices, for what amount and for which of your services or products. | ||
| - | ==== To create a service: ==== | + | ==== Create a service ==== |
| - | - Go to Setup > Services > “Add Service” in the left navigation menu. | + | - Go to [[https://billing.snapbill.com/setup/service/add|Setup > Services > “Add Service”]] in the left navigation menu. |
| - | - Fill in your Service Name i.e “Garden Service ⇒Click “Add Service. | + | - Fill in your Service Name i.e “Garden Service ⇒Click “Add Service." |
| - Your newly added service will now display in the left navigation menu and the Current Packages table will prompt you to add your first package. | - Your newly added service will now display in the left navigation menu and the Current Packages table will prompt you to add your first package. | ||
| - | ==== Add packages to a service: ==== | + | ==== Add packages to a service ==== |
| Each services package is seperated according to currency. If you have more than one package enabled on your account, please select the tab containing the currency (tabs visible next to “Add new package”) you wish to create a package for in the “Current Packages” table then select “Add new package.” | Each services package is seperated according to currency. If you have more than one package enabled on your account, please select the tab containing the currency (tabs visible next to “Add new package”) you wish to create a package for in the “Current Packages” table then select “Add new package.” | ||
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| - Once complete click the Add Package button to finish. | - Once complete click the Add Package button to finish. | ||
| - | You can now view this package at Setup > Services > “Garden service” in the Current packages table. | + | You can now view this package at [[https://billing.snapbill.com/setup/service|Setup > Services > “Garden service”]] in the Current packages table. |
| Add more packages as desired until you have captured your entire service package offering. You can add as many services as you like, with as many packages under each as you require. The service packages you add here will be orderable by your customers and you can add these to customer accounts yourself. | Add more packages as desired until you have captured your entire service package offering. You can add as many services as you like, with as many packages under each as you require. The service packages you add here will be orderable by your customers and you can add these to customer accounts yourself. | ||
| See Also: [[Import Services]] | See Also: [[Import Services]] | ||
add_services.txt · Last modified: 2014/11/09 14:56 by Jaco van Wyk
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