Creating a product/service for eyenquiries

If you need to request payment from a parent during the enquiry process, you can send them an invoice through eyenquiries. To do this, you first have to set up a product or service on the system, which defines what you invoice the parent for. Allocating the name and price of the product/service in advance means that when you create an invoice, you only need to select it from a list.

1. In the top right click on  > System Settings.
2. Click on the Products and Services tab on the left.
3. Click on the  button in the top right to create a new product/service.
4. Fill out the form:
   
1. Name/Description: Choose name and description so you can quickly identify what the product/service is.
   
2. Type: Select whether this is inventory (product) or a service.
   
3. Group (optional): Another way of categorising your products/services. You can filter by Group on the Products/Services tab.
   
4. Rate Type: Here you can choose between Flat Rates or Automated Rates. Automated Rates can automatically calculate a price based on a child’s scheduled hours. At the enquiry stage, this should not be relevant as no hours should have been scheduled for a child. 
   
5. Price (Sales): Here is where you put the price of the product/service.
   
6. Cost (Purchase): Here is where you put how much the product/service cost you to provide.
   
7. Comments/Notes: Here you can add extra information about the product/service.
   
8. Extra Options: The three checkboxes are options for enrolled children, and are not relevant to eyenquiries.
   
9. Linked products/services: This is a feature for eymanage only, and is not relevant to eyenquiries.

      5. Click Save to create the product/service.

Editing a Product/Service

You’re able to edit any aspect of an existing product or service through the Products & Services tab, except for the Rate Type.

1. In the top right click on  > System Settings.
2. Click on the Products and Services tab on the left.
3. Click on the  icon next to any product/service to edit it.
4. Make any changes you want.
5. If you are changing the price, click on the Modify Rates button in the bottom right. This will allow you to choose which date this change comes into effect. Any invoices prior to this date will charge the previous rate.
6. Click Update to save your changes.

To customise create/edit products and services for all nurseries, go to  > Global Settings, then continue from Step 2.

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