Help Topic: Services

Q. What Does Service Type Mean?

Service type has two options; they are:

  1. Hourly: the cost of the service is charged based on the time of the session.  The cost to the client is calculated as (end time - start time) x cost.  If you choose hourly the client is charged the time of the session down to the minute.  For example, $10/ hour service that lasts for 1 minute will cost the client 17 cents.
  2. Fixed: the cost of the service is charged to the client regardless of time.  For example, $10 fixed cost session that runs for 1 hour will cost the client $10.  The amount of time the session went does not have an affect on the cost to the client.

Q. What If I Don't Want To Charge All Clients Taxes?

When you set, Is Service Taxable, from the ADD SERVICE page, your clients will not automatically be charged taxes for their sessions.  First, the service needs to have its tax percentage set in the SERVICE TAXES section.  If a State/Province does not require you to collect taxes you don't have to set the tax percentage or you can set the tax percentage to 0.

If for some reason you have a service that sometimes requires you to collect taxes and sometimes doesn't require you to collect taxes (some clients are tax exempt), we recommend you create a new service to handle these special case scenarios.  You could do something like the following:

  • Regular Taxable Service: Service for Widget Creation
  • Special Case Non-Taxable: Service for Widget Creation No Tax

This way, there is no mistaking the two services and it will be easy for you to tell them apart.

Q. I Can't Edit A Service, Why?

We recommend you don't edit services.  For a longer description why, please navigate to the services page and click edit on one of your services.

If you must edit a service, do the following:

  • go to the service page: ACCOUNTING > SERVICES
  • click the edit icon next to the service you want to edit
  • click on the Enable Edit button
  • you will see the disabled fields become editable.
  • make your changes then click SUBMIT
  • Done!

Q. How Do I Review The Service History Of A Client?

This is how you can review the service history of a specific client:

  • go to ACCOUNTING > INVOICES
  • click on the service icon (looks like a tag and it's the 1st icon listed) within the options column for the client
  • this is the service history table
  • you can also download the service history to an excel file by clicking on the Download to Excel button