When we sell objects, tangible goods, from a bottle of beer to a bicycle, the notion of “product” is familiar to us. Selling products has many advantages: you can easily attach an idea of price, you can easily estimate the value, you know what is included and what is not. It’s easy to explain what is included in the price paid.
With a little creativity, we can take advantage of many of these marketing advantages, even if we are selling services and our delivery is less tangible. A good starting point is to “build” our products in the Collabox. We will put:
- a price and a description, and we will save a lot of time for the creation of our service offers and for invoicing.
In our software, you can determine the budget items of your products for your accounting (customers will not see them anywhere) and leave a note, this time for customers, in order to clarify the inclusions and exclusions, between other. When you invoice a product, this information is automatically reflected on the invoice, saving you time and energy.
Go to the products section to see this.
Click on the icon Accounting of the horizontal menu.
Collabox horizontal menu
Open the page Products using the vertical menu.
Collabox vertical menu
Then click on Add a product , at the top of the page.
Page Products List
Section 1 that you see in the image below is for notes only.
Section 2 includes all budget items. If the product is not billable by the hour, do not enter anything in the column Billable hours ! The amount must be reported in the column Amount on the far right.
Section 3 is used to determine the elements that will appear on the invoice. The budget items will not be displayed on this one since you probably want to present the rates differently for your client. Note that the total amount of the invoice must correspond to the total amount calculated according to the budget items. Otherwise, your accounts would no longer balance.
Page Updating a product
By filling in these fields, the formatting of the invoice is automated. When you add an invoice for this product, you will get a finished document that looks like this:
With that, we wish you happy sales!