How to Configure Billable Services in Perfect Inventory Manager

2025-06-30

🧾 Billable Services Page

“Define and manage non-product services that can be billed to customers.”


🎯 Purpose of This Page

The Billable Services Page allows you to define custom services that can be added to:

  • POS sales
  • Income bills
  • Quotations or invoices

These services are not tied to physical inventory, but represent activities or intangible offerings such as:

  • Consultation fees
  • Diagnostic procedures
  • Physiotherapy sessions
  • Transportation charges
  • Packaging or admin fees

Once defined, services can be reused consistently across billing workflows.


🛠️ What You Can Do On This Page

Feature Description
Add New Service Define a new service with a name and default price
🔍 Search Services Quickly find a service by name
💵 Set Price Define a fixed or per-use rate
✏️ Edit / Delete Update or remove existing service entries
🧾 Use in POS / Billing Once defined, services appear in the POS and Income pages

🧰 Example Workflow: Adding a Consultation Service

  1. Your clinic charges a $25 general consultation fee for all walk-in patients.
  2. Open the Billable Services Page
  3. Click Add New
  4. Enter:
    • Name: General Consultation
    • Price: $25.00
  5. Save

✅ The service now appears in the dropdowns within the POS and Billing pages, allowing staff to quickly select it during checkout.


🏥 Common Examples of Billable Services

Service Name Description
General Consultation Base fee for any medical appointment
Wound Dressing Charge for clinical wound care
ECG Test Cost for electrocardiogram procedure
Sample Collection Fee Separate fee for home or in-clinic sample pickup
Delivery Service Optional courier charge for home deliveries
Admission Processing Administrative fee for new inpatient entries

📦 Services vs. Products

Feature Products Services
Tracked in inventory ✅ Yes ❌ No
Has expiry ✅ Possible ❌ No
Billable ✅ Yes ✅ Yes
Used in POS ✅ Yes ✅ Yes
Can be taxed ✅ Yes ✅ Yes

➕ Using Services in Billing

Once services are added to this list, they can be:

  • Added as line items in Income bills
  • Included in POS transactions along with products
  • Included in Quotations and Invoices

🧠 This ensures pricing is consistent, and staff don’t need to manually type service descriptions during checkout.


🧾 Example Use Case: Packaging Fee

  1. You want to add a fixed $1.00 packaging charge to every sale.
  2. Add a billable service: "Packaging Fee – $1.00"
  3. Train staff to include it in every POS transaction
  4. It appears on the receipt and is tracked like any other billed item

🧠 Best Practices

  • Use clear, customer-friendly service names
  • Set prices that include tax (if applicable)
  • Group similar services by naming convention (e.g., “Lab – Malaria Test”)
  • Update prices periodically through this page — changes reflect immediately across the system