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Importance of Adding Sale Dates to Services in Ninja

Learn why it's crucial to add sale dates to services in Ninja to avoid confusion in billing reports and streamline your workflow.

By Onboarding EyeCarePro

In this guide, we'll learn how to set up services in Ninja and ensure that each service has a sale date. This is important because it helps streamline the billing process and reduces confusion about the duration a service has been active. By following these steps, you can avoid unnecessary checks and make the process more efficient.

Let's get started

I'm testing Glitter AI. I also wanted to remind everyone that when setting up services in Ninja, you need to load the new service.

1
Click on "LOAD SERVICES"

If we don't have a sale date, the billing report becomes confusing. It's hard to determine how long the service has been pending since the sale.

2
Click + to add service.
3
Click on "Sale Date"

If we don't have a date here, I will need to check the account as I will not know if it's new or old.

4
Click here

Thank you.