Customer services

Set up maintenance, support, hosting and domain services.

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Customer services

The profile provides built-in cards for Maintenance, Support, Hosting and Domain. Turn a card on only when you actually provide that service. The visibility controls decide whether the customer sees it on their dashboard, whether its status badge is shown and whether its notes are shared.

Maintenance, hosting and domain

For each active service, enter the Amount Excluding VAT, choose Billing, set its Date, select Paid or Unpaid and add Notes / Custom Text if needed. The separate Payment Status display is read-only; it reflects the current payment condition rather than being a free-form override. You can attach an invoice document to the service.

One-time renewal payment can represent a single charge or a renewal when a date is set. Monthly Stripe subscription is for automatic monthly charging when Stripe has been configured. The customer VAT rate supplies the VAT calculation; the final total is net amount plus VAT. A service with a date can appear in Renewals, while payment completion belongs in the payment records.

Support

Support has a distinct Billing Method: Prepaid hours or Charge after work. A prepaid arrangement tracks total purchased, used and remaining hours. Enter the hourly rate excluding VAT for charged work. With billing after work, logged hours can create a pending support payment; the card shows those pending charges and an hourly net/VAT/total summary. Do not treat support hours as a simple renewal price.

Example

For annual hosting, enable Hosting, enter its net price, set the renewal date, choose the payment state and decide whether the customer should see the status and notes. Save, then check Customer Renewals. When the customer pays, record the actual payment in Payment History.

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Related: Support hours, VAT and Custom services.

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