Introduction
When creating a new job, you always first choose the package you want to use. This package determines the financial handling of your job. You can set up the packages yourself and thereby partly determine the process.
The package determines per phase:
which signing moments for the customer are included in the removal process
which quote template and which invoice template are used for the job
which invoice moments are included in the job
which standard discount applies
which standard lines are included in the quote
When do you use it
You edit a package if you want to change something in the standard process.
You create a new package if you have specific terms for target groups such as private and business customers where you want to display VAT differently, set up payment for private customers via Mollie, and for business customers on the basis of direct debit.
Where do I find it
You'll find packages under settings > process > packages. Here you'll see an overview of all existing packages. You can also create a new package directly here.
How does it work: editing an existing package
Go to settings > process > packages and click on the package you want to edit.
Setting signing moments
You can indicate per appointment whether the customer needs to sign. Click on edit next to signing moments.
Adjusting financial handling
Click on Edit and then choose the step in the process where you want to make a change
Package with job
With a package with job, you can adjust all phases of a removal job. Below is an overview of what you can adjust per phase
Quote
Use custom quote
If you want to adjust something in this phase, choose YES
Show price including or excluding VAT
Including VAT for private customers, excluding for business customersQuote template used
You can choose a different template here if you want.Standard discount
If you want to give a standard discount in this phase, you can indicate that here. The description and the discount percentage are automatically included in the quote
Add fixed line
You can include a fixed line here that's added to the quote. Use this, for example, for call-out costs. By choosing the revenue group, you can link this to a general ledger account in your accounting integration.Add calculated line
You can include a fixed line here that's added to the quote. Use this, for example, for work billed by the hour. By choosing the revenue group, you can link this to a general ledger account in your accounting integration.
For lines, you have the following options:
Description
This is the description as it's included in the quote.
Components for the price
Based on the chosen component (for example, removal crew), the costs for this line are calculated; in this case the number of hours worked by the removal crew.
Components for the quantity
You can skip this; it's only used in exceptional situations.
Revenue group
You can use this to link the line if you have an accounting integration.
Hourly rate line
This indicates that this line calculates the costs based on the number of hours calculated (in this case) for the removal crew via the survey.
Optional line
This line appears as an option in the quote; when accepting the quote, the customer can indicate themselves whether they want to include this in the job.
2. Quote acceptance
Use invoice moment
Do you want to use this phase as an invoice moment? If so, then you're using a deposit in your processShow price including or excluding VAT
Including VAT for private customers, excluding for business customersFinancial template
Do you want to use the standard invoice template or a specific template?Discount description
If you want to give a standard discount in this phase, you can indicate that here. With a description as it's included in the quote and the discount percentage you want to give.
Create task after
If you've activated a task for a team, you can determine the timing here
On the invoice: fixed amount or percentage
Do you want a fixed amount as a deposit or a percentage of the quote?Add line
You can add lines here that are included in the invoice
3. Starting the job
Use invoice moment
Do you want to use this phase as an invoice moment? If so, then you're using a deposit in your processShow price including or excluding VAT
Including VAT for private customers, excluding for business customersFinancial template
Do you want to use the standard invoice template or a specific one?Discount description
If you want to give a standard discount in this phase, you can indicate that here. With a description as it's included in the quote and the discount percentage you want to give.
Create task after
If you've activated a task for a team, you can determine the timing here
On the invoice: fixed amount or percentage
Do you want a fixed amount as a deposit or a percentage of the quote?Add line
You can add lines here that are included in the invoice
4. Storage loaded
Use invoice moment
Do you want to use this phase as an invoice moment? If so, then you're using a deposit in your processShow price including or excluding VAT
Including VAT for private customers, excluding for business customersFinancial template
Do you want to use the standard invoice template or a specific one?Discount description
If you want to give a standard discount in this phase, you can indicate that here. With a description as it's included in the quote and the discount percentage you want to give.
Create task after
If you've activated a task for a team, you can determine the timing here
On the invoice: fixed amount or percentage
Do you want a fixed amount as a deposit or a percentage of the quote?Add line
You can add lines here that are included in the invoice
5. After last appointment
Use invoice moment
Do you want to use this phase as an invoice moment? If so, then you're using a deposit in your processShow price including or excluding VAT
Including VAT for private customers, excluding for business customersFinancial template
Do you want to use the standard invoice template or a specific one?Discount description
If you want to give a standard discount in this phase, you can indicate that here. With a description as it's included in the quote and the discount percentage you want to give.
Create task after
If you've activated a task for a team, you can determine the timing here
On the invoice: fixed amount or percentage
Do you want a fixed amount as a deposit or a percentage of the quote?
Add line
You can add lines here that are included in the invoice. This is a fixed line that lets you include costs on the invoice.
Description / quantity / unit price / VAT
These elements are permanently included as an invoice line
Revenue group
By choosing the revenue group, you can link this line to a general ledger account in your accounting package
