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How to Manage List of Products & Services

Predefined list of products & services make life easier when creating Invoices. List allows you to pick predefined services and quickly add the to invoice.

1. Click on ‘Sales’ menu located on the left hand side of the screen and then select option ‘Items’.

 

2. You can add new item/service by clicking ‘NEW ITEM’ button (1), edit existing ones (2) or delete them (3).

Hit ‘NEW ITEM’ button to create.

 

3. Enter Description/Name of the item/service you are adding.
Enter Long description, price & select Tax rate (1).

Hit ‘SAVE’ button (2) to add item/service.

 

4. Item/Service has been created and is available in Add Item form when creating Invoice. (Check out guide: How to create invoice)

 

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