Create individual line items to enable the ability to create line item fees and discounts on a contract that are not product specific. To track something as its own individual line item, we suggest creating a product called “Additional Services.”
- To track something as its own individual line item, we suggest creating a product called “Additional Services.”
- To add this new product, click on the orange tab at the top of the page labeled +Product.
- A dialog box will appear. Fill in the name and type of your product in the indicated areas.
- Click the tab labeled New Type.
- Choose Delivery Date/Single Day from the list of product types.
- Click Multiple Units.
- Confirm, name and save your new product.
- Note: Any additional services you offer can be added to the contract under this label.
