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Billing Type: Included Services

Provide your client with a service at no cost using the Included billing type

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Written by Beth Doble

The Included billing type lets you add a service to a proposal with no charge. Your client can see the service, but it is left out of the billing totals.

This is useful when you offer a package of services and don't want to show a price against each one, or when you want a service on the proposal to deploy a job template in Xero Practice Manager without billing for it.

How the Included billing type works

Choose the service from your service list, then set its price type to Included, which is listed as No charge.

Once a service is set to Included, it stays on the proposal but is not billed. You can mix included and paid services in the same proposal.

You can also set your service template's price types to "Included" as well.

What your client sees

On the client acceptance page, an included service appears in the Services section alongside your other services, with its name and description.

The client Services section, listing the included service alongside your billed services

In the Pricing section, the included service is listed without a price and left out of the billing totals, so your client is not charged for it. If every service on the proposal is included, the Pricing section shows that there are no billable services.

The client Pricing section: the included service is listed with no price and excluded from the Billed on acceptance total

Job Deployment (Classic Proposal Editor)

If you have job templates from Xero Practice Manager attached to Included Services they will deploy as per normal. You may even have a job with all included services and no prices.

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