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Services are configured in Setup / Product Catalog / Service / Services |
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Service types need to be configured before services can be setup
Service statuses need to be configured before services can be setup
Email templates need to be setup if you wish to configure usage bucket consumption notifications which are sent by email
General ledger codes need to be setup if you wish to assign GL codes to services
Services Panel
The Services panel towards the left of this screen allows you to select existing services to view and edit on the Edit Service panel. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Deletes the selected service if not in use (configured on another entity) |
 | Adds a new service |
Edit Service Panel
The information in this panel reflects the currently selected service. From here you can modify service details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiednote: fields with a magenta left border are required).
Service Fields and Options:
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Tax Exempt: if enabled taxes will not be applied to this service when service charges are calculated. This does not include taxes on usage charges that are applicable to usage based services
Service Tax Category allows you to specify a service tax category (service specific taxes) that should be charged for this service
Tax Inclusive: configures the service to be tax inclusive, meaning the price of the service will include the tax amount. The total amount is split between the pre-tax amount and the taxed amount. For example, if the tax inclusive service is priced at $9.90 and uses a tax code that applies a 10% tax, during billing the pre tax amount will be determined as $9.00 ( 9.90 / 1.10 = 9) with the remainder the tax value, $0.90
Tax Inclusion is supported for all types of service charges (recurring, non-recurring, fees) and the tax Inclusive configuration for a service can be overridden if desired when configuring services in price books on package frequencies
Tax exemptions will not reduce the tax inclusive service price. The total service price will be charged and no taxes will be determined
Discounts on tax inclusive services are treated as taxable, where the discount also reduces the taxes payable
Tax Inclusive can be set on a manual transaction or credit
Proration is supported with tax inclusive charges. For instance, if a service was added halfway into a billing period and the price on service was set as $9.90 with a 10% tax included then billing would determine that the pre-tax calculation would be $4.50, the tax: $0.45 and the total charge: $4.95
Buckets Tab
This tab will only appear if the service is configured with the 'Usage Based Service' setting enabled. From here you can add, remove or view usage buckets on the service. Buckets provide included usage (data, time, events) and usage tiers (e.g. charge X amount for the first gigabyte of usage and Y amount for usage beyond a gigabyte).
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