i am assessing Bullet to use for a web design/hosting business. we have lots of customers with recurring invoices for hosting or website maintenance, so i see we would need enhanced invoicing. my question is, can you create standard recurring products or services to be added to invoices, such that we get a new customer and they will are taking the Hosting B plan and the Support C plan or whatever?

i am assessing Bullet to use for a web design/hosting business. we have lots of customers with recurring invoices for hosting or website maintenance, so i see we would need enhanced invoicing. 
my question is, can you create standard recurring products or services to be added to invoices, such that we get a new customer and they will are taking the Hosting B plan and the Support C plan or whatever?

1 answer

Peter Connor Staff May 7, 2016
Public

Sure. Just click on invoices and you’ll see line items. You can preset these items into different products.
Pete

#answer-3256
  1. mike11 May 7, 2016
    great, i see that. if i try it out with dummy clients and invoices, i assume there's a way to reset everything when i'm ready to use it for real?
  2. Peter Connor May 7, 2016
    Sure. Bullets designed for play. You can create and delete everything you want.
    Pete
  3. mike11 May 7, 2016
    great, thanks!
  4. Peter Connor May 7, 2016
    Mike. We also have an API you can use.
  5. mike11 May 7, 2016
    everything looks good so far. i need to bring across all our existing info from WHMCS. are there any tools/importers etc already out there to help with anyu aspect of this?
  6. Peter Connor May 7, 2016
    Good. We're pretty much a Xero in functionality but we've built a layer for workflows on top of it. So it's very easy to use but does everything you need.
    We've no import tools.
    We generally give people converting over the following advice:
    Run a Trial Balance on your existing accounting software.
    1) Enter all your currently outstanding invoices and bills into bullet (only the ones with payment due - not the paid ones).
    2) Take a look at the Trial Balance on Bullet.
    3) Figure out the difference between the original trial balance you got from your old software and the trial balance in Bullet.
    4) Enter these differences as a big manual journal entry.
    After the above, your trial balance on Bullet should be the same as on your old software, and you're all ready to go.

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