Pre-create frequently used services and one-off fees to quickly add them to customer subscriptions, contracts, or invoices. This ensures consistent pricing and saves time when billing for non-recurring items.
Charge deposits or registration fees
Apply fees for printing, cleaning, or technical support
Charge for catering or event setup services
Sell branded merchandise, office supplies, or snacks
Create all one-off services
Set the "Visibility" based on who should see the item:
• Choose "Public" or "Members" if customers are able to order the service themselves (e.g., Office cleaning).
• Choose "Administrators" if the item (e.g., a "Lost key fee" or "After-hours access") should only be used by administrators for invoicing.
Add one-off services to subscriptions, contracts, and invoices
Add one-off charges to a subscription
Include one-off items or additional services, such as a security deposit, onto the customer's first subscription invoice.
Go to the Customers page > select a user or a company.
Open their profile > create subscription.
Add a subscription item > in "One-off" section select your product (e.g., "Security deposit").
The item will appear on the first invoice and will be automatically removed from the subscription once the invoice is issued.
Add one-off charges to a contract
Use one-off items to reflect specific terms agreed upon in a customer's contract that aren't part of their recurring plan.
Go to Customers page > select a member or company.
Add the one-off item in the "Items" section.
Manage "Issue invoice from contract" or "Create subscription from contract" switch to auto-bill the customer for this service or not.
Save and issue the contract.
Add charges to upcoming or draft invoices
Quickly add one-off items to any customer’s invoice.
Go to Customers > open the customer profile > Billing.
Open the invoice:
To include the charge in the customer's next scheduled bill, click on the "Upcoming invoice".
To charge immediately or add to a separate bill, go to Invoices > open or create a draft invoice.
Press
Create item.
In the "Product" section, select the necessary product (e.g., "Lunch," "Lost key fee") from the dropdown list. The system automatically applies the correct price. Any applicable Shop discount from the customer's subscription is also applied automatically.
Apply a coupon if necessary.
Press
Create.
The invoice will reflect the selected invoice item, and the total amount due will be updated immediately. The customer will be charged once the invoice is issued (automatically or manually by the administrator).
