DocFlite allows you to create costings that show mixed totals. For example, a one off total and a recurring total.
To get started, perform the following steps:
Open up your costing section and click on Costing Settings on the top right.
You will need to ensure that you are using the Tabular Costing Template;
Within this same location, scroll down further to Show/Hide Settings:
Here, switch on Show Recurring Totals. You will need to scroll right to the bottom of the list to see it.
3. You will notice here that there are also options to Show Level 1/2/3 Sub Totals. By choosing one or all of these, this is to allow you to sub total you different headings/sub-headings, again to make things clearer for your clients.
4. Click away from your Costing Settings to return to your main Costing Screen.
5. Next, select any item in your costings, click the action button at the end of the line;
You will see there that there are lots of different options you can apply to your costing items. You will see recurring items under the Details section. Here, you can choose the period you would like the payment to recur over.
NB. Make sure you put in the annual value and DocFlite will calculate the payments depending on the period you would like the payments to recur over.
5. You can use the software to create different recurring periods for different items. DocFlite will then create a Total Section for each type of recurring period selected as well as including a One-Off Total Section (default) for all non-recurring or one-off items:
You can set this up in a template to re-use your choices.
Happy Costing!