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Workflow: Adding New Items

The Items Manager is the control center for your billing items. It’s where you define what you’re selling, whether it’s a bundled package, a standalone service, a piece of equipment, or a custom fee. Each item gets a unique code, a clear description, and is linked to your financial tracking. With a simple toggle, you can activate or deactivate items as needed.

1. Access the Items Manager
Click the nine-dot menu in the upper right corner to open the Visp Admin Page.

Next, click on Billing

Select Items.

2. Click on “Add New Item”

3. Create the Profile for Your New Item
Fill out the following fields:

- Code: Unique identifier (e.g., product code, SKU).
- Type: Select the category of the item (Custom Item, Fee, Equipment, Service, Package).
- Description: Short, clear explanation of the item.
- Account (optional): Link to the relevant account in your Chart of Accounts.
- Active: Toggle to activate or deactivate the item.
- Date Added: Automatically records the date the item was created.

Click on Add when done.

💡 For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900

Email: success@visp.net

Open a ticket via www.visp.net/ticket

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2. Taxes

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18. Add Scheduled Actions

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22. Add and Configure Taxes

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Building Brand Recognition and Improved Customer Experience Adding logos can help create a professional look. Custom design makes invoices unique and memorable, increasing brand recall and recognition. Including marketing messages or promotions for other products and…

41. Refunds

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42. Taxes and Fees

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43. Setup Multiple Payment Gateways for Different Billing Methods

Customers may choose from various payment methods including credit cards, cash, or checks. To accommodate this, enabling several payment gateways in your system might be necessary. Ideally, your primary gateway should handle both credit card and eCheck transactions….

44. Bill All to Another

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