Releventful

Learn how to create reusable packages with your services, pricing, and tax settings, then test them on a proposal or invoice before offering them to clients.

Creating Packages

Learn how to create reusable add-ons with descriptions, pricing, and tax settings so they can be consistently added to proposals and invoices.

Creating Add-Ons

Learn how to manage your services and pricing by updating packages and add-ons while protecting pricing already quoted or accepted on existing events.

Managing Your Services and Pricing

Learn how to review and update existing tax types and percentages in Releventful, then verify that taxes calculate correctly on client invoices.

Setting Up Tax Types

Learn how to assign the correct tax types to packages and add-ons and verify that taxes calculate correctly on client invoices.

Assigning Tax Types to Packages and Add-Ons

Learn how to set up and manage service charges and verify that they are applied and displayed correctly on client invoices.

Managing Service Charges

Learn how to use package and add-on reports to track what was sold, review revenue by item, and compare report totals with client invoices.

Using Packages and Add-Ons for Revenue Reporting

Naomi Sherman

Learn how to set up and manage your services and pricing in Releventful, including packages, add-ons, taxes, service charges, and revenue reporting.

Packages, Add-Ons & Pricing

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