Custom services

Use a custom service when Maintenance, Support, Hosting or Domain does not describe the work. Examples include monthly content updates, an accessibility review or a managed email package. A custom service is attached to one customer; it is not a new global built-in service type.

Enter a clear Service title, enable the card, and choose One-time payment, Annual renewal payment or Monthly Stripe subscription. An annual renewal advances its date by a year when it is marked paid. Choose the payment status. Supply the Amount Excluding VAT; the card calculates net value, VAT and total using the customer's rate. The VAT-rate field here is read-only—change a customer exception in Tax Details.

Choose No date or Use date and enter the date where relevant. The dashboard, status-badge and notes visibility controls let you decide what the customer sees. Add Notes / Custom Text and an invoice document when appropriate. To remove an existing custom service, select Delete this custom service on save; its invoices and payment history remain available.

Save the customer after adding or changing a custom card. Review the result in Renewals if the service has a renewal date. Avoid using a custom card merely to duplicate a built-in service, because that makes the customer's payment picture harder to read.

See Services and Customer Renewals.