Our Initial Use Case

Affluence Financial Planning has 2 types of products it’s selling that it needs to run through Zoho Invoice / Books.

Product 1 : Annual Tax Consulting Packages

  • $2,500/year

Product 2 : Hourly Consulting Retainers

  • paid by the hour, with a $1,000 up-front payment and then billed hourly from then on
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