Feature Introduction
GTG CRM has long been strong for selling products: goods catalog, inventory, orders, invoices. But if you sell services — agencies, consulting, spas/clinics, freelancers, B2B providers — you previously had to "work around it": create services as fake non-inventory products, and without real contracts (only quotes, no signatures, no parties involved, no payment schedules).
From today, GTG CRM supports selling services as a first-class citizen: a Catalog containing both products and services, mixed quotes (a single quote with both products and services), and real Contracts — with Party B, acceptance milestones, bilingual, send & sign, then issue installment invoices → automatically post to accounting ledger.
Problems Businesses Are Facing
| Old Method | Consequences |
|---|---|
| Services must be created as "fake non-inventory products" | Cluttered catalog, incorrect inventory logic |
| One quote for products, a separate contract for services | Two documents, two drafting sessions |
| No contracts with Party B / acceptance milestones | Difficult to enforce, hard to perform phased acceptance |
| Word contracts + payment tracking on Excel | Missed payment installments, unclear outstanding balances |
| Manual revenue entry after signing | Forgot to issue invoices, forgot to record transactions |
GTG CRM connects a single workflow: service → mixed quote → contract → send & sign → installment invoices → revenue entries & payment received — no workarounds, no double data entry.
Highlights
1. One Catalog for Both Products and Services
- In the menu CRM → Catalog: Products, Services, Appointments — where you define "what you sell", grouped under a single title.
- Services have prices and billing cycles: one-time or recurring (monthly...). Products can also be recurring subscriptions.
- This unified list is what the quote/contract line item selector uses — select both products and services in one place.
2. Mixed Quotes — One Quote, Both Products and Services
- Add line items of type Service (e.g., "Website Design", "Monthly SEO") and type Product (e.g., "Hosting License" × 3) within the same quote.
- Each line item has a Type tag (Service = green, Product = blue); service lines display the billing cycle.
- Quotes go from DRAFT → SENT → ACCEPTED; when Accepted, a Convert to Contract button appears.
3. Real Contracts — Party B, Acceptance, Bilingual
- Convert to Contract preserves the type/cycle of each line item; the total is split into one-time total and monthly total + VAT.
- Party B can be an individual or a company; information (legal name, VAT ID, address, representative) can be auto-filled if company data already exists — thanks to the company information enrichment feature.
- Acceptance Milestones (Nghiệm thu) are set when creating the contract, driving the payment schedule.
- Bilingual Contracts (up to 2 languages) + emails in the respective language, with branding.
- Contracts can also hold direct product lines (without going through a quote) — a single contract containing both products and services.
4. Send → Sign → Issue Installment Invoices
A practical, legally compliant signing process:
- Send to Client: The system renders the contract as a Word (.docx) document (editable/negotiable) and emails it to the client. Status changes from DRAFT → SENT.
- Client signs outside the system (paper/soft copy) and sends it back.
- Upload Signed Copy: Attach the signed file (stored in the system) → record the signatory and the signing time. SENT → SIGNED → ACTIVE.
- Issue Installment Invoices: For each payment installment, view the invoice preview → confirm → issue the invoice through your existing ERP/invoicing workflow.
ℹ️ Note: Invoice issuance requires a workspace already connected to an e-invoicing system / tax provider. The entire workflow of creating services, quotes, contracts, sending & downloading signed copies works normally; only the invoice issuance step requires this connection.
5. Invoices → Automatic Posting to Accounting Ledger
- A signed contract = commitment, not a financial transaction — therefore, no entries are generated upon signing.
- Entries are made only when issuing an invoice: Debit Accounts Receivable (131) / Credit Revenue (511) / Credit VAT (3331) — processed through the existing automatic invoice accounting engine.
- Upon receiving payment: Debit Cash (111/112) / Credit Accounts Receivable (131).
The entire system reuses the existing automatic accounting engine — no "custom" GL codes, your workflow is owned and customizable by you.
Benefits for Businesses
| Feature | Real Benefits for You |
|---|---|
| Unified Catalog (products + services) | No more "fake products", a clean and accurate catalog |
| Mixed Quotes | One document instead of two; less re-drafting |
| Contracts with Party B + Acceptance Milestones | Clear ràng buộc, phased acceptance |
| Installment Invoices on Schedule | Never miss a payment, always know the outstanding balance |
| Invoices → Automatic Entries | Revenue correctly posted to the ledger, no manual entry |
| Auto-fill Company Information | Party B & VAT ID pre-filled for contracts/invoices |
Who Is It For?
- Marketing/Advertising Agencies (ICP3) selling monthly service packages.
- Consultants, Freelancers, B2B Providers needing contracts and installment invoices.
- Spas, Clinics, Training Centers selling services bundled with products.
- Businesses selling both products and services wanting a single quote/contract.
How to Get Started?
Go to CRM → Catalog → Services to create your first service, then create a mixed quote and convert it to a contract. Refer to the step-by-step guide in the article "Guide to Selling Services & Contracts".
Free Trial — no credit card required.
