Create new sale and renewal tasksLast updated on 09/13/2022
New sale and renewal tasks are pricebook service items used to sell and renew memberships. Technicians can find the tasks in their pricebook and add them to invoices and estimates. Adding a task to an invoice activates or renews the membership.
Things to know
A new sale task is a pricebook service item added to estimates and invoices to sell a membership. Each new sale task can only be used to sell one membership type.
A renewal task is a pricebook service item added to estimates and invoices to renew a fixed-duration membership. Each renewal task can only be used to renew one membership type.
If you have multiple membership types, create separate tasks to sell and renew them.
If your account is configured to have different recurring service invoice templates after the first year of a membership, when you add new tasks to the first year invoice template, from a membership add-on they are automatically added to the 2+ year template.
Create a new sale or renewal task
You can create a new sale or renewal task while configuring or creating a membership type.
To create a task:
Go to the navigation bar and click Settings .
From the side menu, go to Invoicing > Membership Types.
Click Edit for the membership you want to create a task for.
The membership guided workflow opens.
Click Billing, then click New Sale Tasks or Renewal Tasks, depending on the task you want to create.
Click Create New Task. The Add Task pop-up opens.
In the Details tab, enter the details of the task:
Code—Pricebook code for the task
Name—Name for the task as it appears on customer invoices and estimates
Item Description—Description of the task as it appears on customer invoices and estimates
Taxable—Select if the membership is taxable
Deferred Revenue—Select to flag payment for the task as deferred revenue. For more, see Set up deferred revenue for membership types.
Allow Discounts—Select to apply available discounts the customer is eligible for.
Price—Price of the membership or membership renewal. If you use the membership pricing table, the new sale or renewal price is used and you do not need to enter a price for the task.
Hours—Number of billable hours. For a new sale or renewal task, this should be 0.
Minimum Labor Time—Minimum number of labor hours. For a new sale or renewal task, this should be 0.
General Ledger Account—Account to credit when the task is sold Note: For deferred revenue memberships, link to the liability GL account.
Business Unit—Business unit associated with the task
Categories—Category or subcategory in your pricebook for the task
Images—Upload images to help technicians visually identify the task in the mobile app
Conversion Tags—Tags used for tracking conversion opportunities. For more, see Create conversion opportunity tags.
Click the Commission tab and enter any commission details:
$ Bonus—Flat amount awarded for the sale of the task
% Bonus—Percentage of the price awarded for the sale of the task
Pay tech-specific bonus—Select to pay the Default Adjustment Rate per the individual technician's bonus settings
Pays Commission—Select to pay technicians commission for the sale of the task
When you’re done entering details, click Save.
The saved task is added to the membership type.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.