Creating offerings

Offerings needs to exist before you can start using services. More about offerings.

Create an offering

  • Include a name for the offering e.g. Monthly Website Hosting (this will be seen by your clients on invoices).
  • Add a default description for invoices (this will be seen by your clients on invoices).
  • Add a default price for each of the associated billing periods you wish to enable for the offering.
  • Connect any assets relevant to the offering.
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