The Packages feature in Invoice Crowd offers a versatile and user-friendly solution for businesses to present their products and services. This feature allows for the creation of a customizable catalogue where clients can modify their package to fit their needs. It includes options for both one-time and recurring items, enhancing the flexibility and appeal of your offerings.
Key Features
- Customizable Catalogue: Present a comprehensive list of your products and services.
- Customize Quantity: Allow customers to change the quantity of items.
- Remove Items: Enable customers to remove items from their package before payment.
- Recurring Items: Combine one-time and recurring items in a single package for varied offerings.
Step-by-Step Guide
- Navigate to Invoicing > Packages in your Invoice Crowd account.
- In the Packages section, start by adding the products or services you wish to offer.
- Customize your package details, including item descriptions, pricing, and more.
Setting Customization Options
- On the right side panel, you will find several options for package customization:
- Customize Quantity: Toggle this on to allow customers to adjust the quantity of each item in their package.
- Remove Items: Enable this option if you wish to allow customers to remove certain items from the package before finalizing their purchase.
- Recurring Items: Add items that will be billed on a recurring basis alongside one-time payment items.
Configuring Recurring Items
- For detailed guidance on adding and configuring recurring items, refer to our documentation: Combining One-Time and Recurring Items on a Single Invoice.
Finalizing and Sharing Your Package
- Once your package is set up with the desired items and customization options, save your changes.
- Share the package link with your customers or embed it on your website for easy access.