I’ve worked my way through most of manager.io and have even created a custom invoice template successfully, but I have not found a way to add my hosting package components as items for sale, do I use inventory for this?
at the moment I am using accounts with custom descriptions but I don’t see this as being easily traceable when it comes to reporting on how many sold.
The current package im used to (Ostendo) uses descriptors as a way of having a line item that is not physical.
I plan to use recurring invoices to give easy invoicing for subscription.
these will all have set standard cost, so one customers invoice may have the following:
1gb Hosting x1
Support package x1
and a new customer who has multiple sites may have:
Don’t use inventory, because that is for physical goods held for production or sale. Instead, use sales invoice items. See the Guide at Manager Cloud. It’s a little thin on actual instructions. Basically, though, they are shortcuts. You can set up standard descriptions, associated income account, price, applicable tax code (if any), etc. Note that the item name is primarily for searching, as it own’t appear on the standard invoice. The item code controls order of appearance.
Set them up and try a few example invoices. I think you’ll quickly see how they work and the type of text you may want in the various fields.
Sorry for the late reply, NBN install issues have left me without internet lol,
At least ive got this going for me, worked perfect, this software is looking to be my new best friend,
Will have to go for the cloud / server version when business takes off, just to give a little back.