Automating the selection of budget items for your products saves you time and avoids careless mistakes when invoicing. See how to set it up.
The first step is to create a product. To do this, follow the guidelines presented in the article “Present your products” .
Automation of product budget items
Assigning a budget line item to your product is the first step.
First, go to the desired product sheet. To do so, go to the list of products in the left menu.
Then select the desired product.
When opening the product sheet, stay on the main “Products” tab and scroll to the bottom of the page.
At the bottom of the product configuration page, your budget items are displayed. Choose the one that suits you for the chosen product. Add the hours or the amount expected for this product in the associated box. That’s it!
Invoice a product
When you invoice a product, the budget item is automatically displayed. No need to think about it anymore!
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you. email@example.com (418) 907-9274