A line item is a service and each line item is configured from several pieces of data such as its title, description and price. It's important that you know how to configure every aspect of a line item because there are some really cool features in there.
Explainer Video - Line Item Setup
How To Configure Your Line Items
Step 1. Go to Configure > Line Items.
You can find a full list of your services by going to this page, in order that they would appear when you create a proposal. To get to grips with what everything on this page means, watch this short video.
Step 2. Select edit line
To configure an existing service, click on edit line next to that service.
Or.. add a new line item and build up from scratch
Step 3. Configuring your line item
A pop-up box should appear enabling you to edit various features of the service.
Features of A Line Item
Your line item is split into Content, Pricing, AppsMap Icon and Integrations.
Line Item Label
This is the title of the service which will be displayed to your clients in the proposal tool and into the proposal that gets produced.
This is where you will add in your service description. This is essentially your sales description and it will be displayed in the proposal PDF, in the 'Services You Have Selected' section.
This is where you will copy in your service schedule for this line item. When this service is selected in the proposal, the text you put here will pull automatically into the 'Schedule of Services' section of the letter of engagement.
Section service schedule
You may choose to add your service schedules in with a section as opposed to an individual line item, so this drop down allows you to choose which way you are going to do things.
Adding a tool tip to your line item enables you to decide on some text, an image or a video that serve as mini descriptions of that service.
The content you add here can be brought up when you create a proposal.
This is where you will choose the way you would like to price for this service. We have 4 different pricing types in GoProposal which we can choose from the drop down.
Each of these types can be set as monthly or one-off costs.
Check this box to start to build up the complexity of the initial pricing type using calculations.
For example in the case of Annual Accounts, you can multiply the basic fee (based upon the pricing type chosen) by variants that depend on the quality of your clients records.
Tax Rate to use
If you choose to add multiple tax rates into your app, then you will be given the choice over what tax you'd like to apply to this service.
3. AppsMap Icon
The AppsMap™ feature is designed to position your Accounting business as an app authority and expert. All about our AppsMap and how this works here.
If you have connected your GoProposal app up to Xero, Quickbooks, Karbon or Senta then there will be fields that require populating in this section
- For Xero and Quickbooks decide which Account codes you would like the line item to be attributed to.
- For Karbon and Senta, choose which workflows or services you'd like to be triggered when this service has been agreed in a proposal.
Find more on setting up these integrations here.
Step 4. Save
All that's left to do is save your line item.