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I recently just signed up and it is taking so long for me to set this CRM up.  I do not know python or XML.  How do I customize the Sales module - Products to include a setup fee?  I figured out how to add the recurring costs.  But for the life of me cannot figure out how to include a one-time Setup fee and have it included in the total.  I would like to break down to pricing where the total is to show:

Subtotal: 

Discount:

Taxes:

Total Amount Due:


My other question is should I just use the Subscription or Sales module?  Or Both?  Any help would be appreciated.  I am at the point where I want to cancel.


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You could create a product(type service) 'Setup fee' and directly add to a quotation

Beste Antwort

answering just to get more karma and be able to make a post

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