Adding Products with Revenue Recognition to a Purchase

Adding a product purchase with revenue recognition follows the same as any other product purchase.

1. In Stax Bill, click Add Purchase in the Purchase section on the customer overview page.
2. Select a product that has revenue recognition associated with it. See Setting up your Catalog for Revenue Recognition for more details.
3. In the Revenue Recognition tab, click refresh to see the schedule.
4. You can edit the schedule by clicking the edit icon.
5. You can also add coupons to the purchase in the coupon section, which will be reflected in the Associated Discount section.
6. When complete with adding coupons or modifying the schedule, click Save.

Warning: Adding quantity or increasing amounts may result in the schedule being removed.