3.9. Working with products

3.9.1. About products

Products help you bill goods and services that cannot be billed by tasks, expenses or trips. To understand when you should be using products, let's consider the following example.

You are a graphic designer. You created a set of icons that you license to some of your clients for a small fee. How should you record this in Fanurio?

  • It doesn't make sense to create a task to bill the icons because you are not spending time again to create them. Tasks are used to bill work and you're not working this time.

  • It doesn't make sense to create an expense because you are not purchasing the icons from someone else. Expenses are used to record money that you spend and you're not spending anything this time.

  • This is not a trip.

The only solution that makes sense is to use a product because it can bill any goods or services.

Here's what you can record with a product:

  • Project: The billable project where you want to record the product. The project is mandatory as you can only record products on projects. Products can't be added to non-billable projects since products are used only for billing.

  • Name: The name of the product.

  • Description: A small description of what the product is about.

  • Date: The date when the product was added to the project.

  • Catalog Item: An item from the business catalog that contains the billing details.

  • Quantity: The quantity that can be billed for the product. Quantity can be discounted.

  • Price: The price per unit of whatever the product bills. Price can be discounted.

  • Taxes: Taxes applied to the product: None (for non-taxable products), Default (taxes specified by the parent invoice), or specific taxes.

    This field is visible if taxes are enabled at business level and the client is not exempt from taxes.