Products and Services enable you to add product charges, like light bulbs, and service charges, such as locker rental fees, to invoices and content. Curate a list of billable items, including a price list of labor, materials, and other services. You will then add them to an invoice, service request, or piece of interactive content to collect payment.

1. Categories
2. Charge Codes
3. Product/ Service Catalog
4. Exceptions

Categories

Before you can add any Products or Services to the catalog, make a Category. This organizes products and services into a Products or Services type. 

Products and Services are important regarding Service Requests, Work Orders, and Products in Content. 

When creating a category, select whether it should be designated as Products or Services. This is important later in the charge creation process. Name the category and optionally include a description.

Charge Codes

Charge Codes connect to financial statements if using an accounting integration. Select Create charge code and add the code identifiers as they are mapped in your accounting system.

Product/Service Catalog

After your Categories and Charge Codes are established, you can begin adding new products and services to your catalog.

Name the product/ service. By selecting the Type as Product or Service, the Category drop-down will only show Categories of that type. Categories can be created on the fly by selecting Create category. Add or create a Charge code if applicable. Include an optional Description.

When it comes to pricing, add the Rate. From there markup and/or tax can be applied. These can be a Fixed dollar amount or a Percentage. The Pricing summary displays the total amount you can expect when applying the product/service.

Apply Tax pulls from the rate set under Billings and payment settings and can be adjusted from this view if necessary. 

Exceptions

Instead of creating separate products or services when offering special pricing for specific tenants, use exception pricing. This overrides your default pricing. 

With lease agreements, tenants often have agreed-upon prices for certain products or services and should see those prices when purchasing these products or services. This is typically relevant to work orders and would be addressed via product exception pricing.

When creating an exception, it asks you to pick an individual Customer to whom the special pricing applies. Decide to apply the exception to Products or Services. From there the Category drop-down populates with available options. Select Apply to all products in the category or select the specific Product/service name(s). 

Pricing Exceptions can override rate, markup, and/or tax. Enter new values where needed. Save when complete.