Products and services

Products and services are your item catalogue. Once added, you simply pick them on a quote or invoice. In this guide, you add your first services.

1. New product or service

1. In the menu, click Products and services.
2. Click Add Product.
3. Enter the name and price.
4. Choose the unit of measure.
5. A short description is optional.
6. Click Save.

2. More services

1. Add the next service as well.
2. Click Save.
3. Add the next service as well.
4. Click Save.
5. Done. The services are ready for estimates and invoices.

Tips

• An item you add directly on an invoice or quote is saved to your products automatically.

Summary

Products and services → Add product → name and price → unit → Save

What's next

Next guide: Creating an estimate.