📄 Managing Services in the Billing Section
The Services section under the Billing module in Evo is where you manage all the billable services offered across centers. These services can then be attached to contracts, charged to clients, or configured with specific rates and taxes.
🔎 Overview of the Services Page
The Services table lists all existing services configured in your system. You can create new services, edit existing ones, archive unused ones, and configure tax settings as needed.
📊 Table Columns Explained
| Column | Description |
|---|---|
| Name | The service name (e.g., Call answering, Meeting Rooms, etc.). |
| Center | The location or business center the service belongs to (e.g., Main, NYC Center). |
| Code | A unique identifier or shorthand for internal reference (if configured). |
| Parent Service | The main service category under which the current service is grouped. |
| Meta Service | A higher-level classification for reporting or contract grouping. |
| Tax | The tax rule applied to this service (e.g., Service tax 10%). |
| Last Modified | Displays the last user who updated the service and the time it was changed. |
➕ How to Add a New Service
To create a new service:
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Go to Billing > Services.
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Click the New Service button at the top left.
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Fill in the following fields:
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Name: Enter the service name.
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Center: Choose which center this service is available in.
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Code (optional): Add an internal code or reference.
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Parent Service (optional): Select a parent if this is a sub-service.
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Meta Service (optional): Choose a category that groups related services.
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Tax (optional): Assign a tax rule if applicable.
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Click Save to finalize and make the service available in the system.
🧠 Tips
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Use Parent Services to group related services like “Meeting Rooms” and “Meeting Rooms Test”.
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Use Meta Services for better reporting across similar services.
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Apply tax rules if your region requires service tax computation during billing.
🔄 Managing Existing Services
You can update or archive services from this list anytime. Just click on the service name to edit its details.