Recurring product sales

Introduction

You can create recurring product sales for your project to be used in your invoicing. Go to the tab Products on your project and select Recurring product sales.

(This special feature will be released to customers on Advanced versions in the future.)

Description

Here you will see a list of products available for invoicing on your project. Click Add product sale to add new products to the list. 

This opens a new window, where you need to go through a two step process.

Step 1:

  • Select the products from the list. The products available are based on the products you add in the system administration
  • Search for a specific product at the top or select products via the checkboxes to the left
  • Click Next

Step 2:

Here you enter the invoicing details for each product. The information you enter here will be added to the invoices, once you create the products as expenses during your invoicing.

  • Add the invoicing details
  • If you click the info icon, you can add tags to be used on the invoices. You can also decide on your own text input
  • Click Add

Products are agreed prices with your customer. When you mark a product ready for invoicing, it is created in TimeLog as an expense based on the information you have added to the product. You can add the products to your invoices via the Adjust project payments page.

Last updated 07 Jun 2023