In this example IOHost, a computer Hosting/Programming company, is going to set up a new service called 'Calendar'. This is a one-time service/fee for a client who wants a calendar on their Web site, which is hosted by IOHost. The client, ND State Fair, will also need an invoice for the service rendered. In this example, let's pretend I work for this company and the company is using Business Fusion to manage business services, sales, accounting and more.

Let's begin, the first thing IOHost needs to do is add a new service type. To do this use the following menu sequence from the application's main interface:

Data Structures > Service Type > Add New Service Type

Figure 1

Here I type in 'Calendar' (Figure 1 above), because IOHost does not yet have a programming service for doing a Calendar. After entering here, I can assign anytime to other clients, it never has to be entered again.

The rate IOHost is charging to do a Calendar is 100.00. I can always go back and modify if the rate changes. I type '100.00' into the service rate box.

Under 'Rate is Applied' I only find I have 'monthly' and 'One Month' listed. Because it is a one-time charge and takes about a month to do, I am going to use 'one month'. If I didn't have it in the list, I would enter this frequency type using the 'Frequency Types' data structure. Next, I go to assign the new service.

Client, Sales, and Service Manager > Assign Service

From the drop menu here, I choose the client 'ND State Fair' (Figure 2). On the next screen (Figure 3), I choose 'Calendar' to assign this service to this client.

Figure 2, Figure 3

Now I have successfully assigned a service called 'Calendar' to a client 'ND State Fair' that is a one time service costing 100.00.

Next, let's generate an invoice for this service

I choose 'ND State Fair' from the first screen (Figure 4). On the next screen I choose the service I want to appear on the invoice (Figure 5). I could choose more than one service and have it appear on the invoice, but am only concerned with the Calendar service, so I choose this service only.

Produce Service Invoice > Choose Client

Figure 4 , Figure 5

That's it. I now have an invoice (Figure 6) for the Calendar job that i'm doing for this client. The Due Date is one month from now, because the frequency range that I specified was 30 days for the 'One Month' Frequency that was assigned to this service. Because I did the invoice today, it bumps the Due Date to 30 days from now. I could easily change this by modifying the 'One Month' Frequency, and regenerating the invoice.

Figure 6

SideNote

Normally your services would be more than one month (example above). Most of them are likely to be recurring on a monthly, or semimonthly or even yearly basis. The above example was chosen to demonstrate an unusual service range, to show you that it doesn't matter what the range is. The application will adjust to any time range. If you define a service range like the one above, that is, one that is not recurring, the application will show that service is terminated after the elapsed time has been meant for the duration of the service period. Recurring services are ongoing, thus enabled until you manually terminate it by specifying an end date.

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