Product Overview

This tutorial explains how to charge customers recurring fees for products or services. You’ll learn how to create a new product, allocate it to sub-accounts, and track product assignments using customer reports.

What You Will Learn

This video tutorial covers these topics:

  • Product Overview
  • Create New Product
  • Allocate Products
  • View Product Report

Watch This Video

MS Powerpoint Version: Download (PPTX file)

NOTE: The narration transcript is included in the Powerpoint Speaker Notes.