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