Products and Invoicing

The Products and Invoicing section, accessible from Settings - Products and Invoicing, allows you to perform the following:

• Create Invoices - see Creating Invoices. Only available if one of the three integrations are enabled:- QuickBooks Desktop Integration, QuickBooks Online Integration or the Configuring PDF and CSV Export feature.
• Manage Contracts - Create one or more contracts for your customers - to suit their support and billing needs. See Creating a Contract.
• Manage Rate cards and Billing - Allows you to configure time billing options available for selection when your Staff Agents are working on a ticket. You can add, edit and delete rate cards, apply multiple rates to rate cards and assign to your customers as required. See Rate Cards and Billing.
• Maintain Inventory - Record an inventory of products you hold in stock that may need to be used on-site and billed to customers. See Adding an Item to the Inventory.