Setting Up Products and Services
Background
When you create and send invoices to your customers, you will add the products and/or services that you charge to customers as items on the invoice. You can add new products/services “on the fly” while you are creating an invoice, or go to the Products & Services page to set up your list of items.
To manage your products or services:
Setting Up Sales Tax.
Select the Income Account for this product/service.
Click Save.
To edit a product or service:
- Click the name of the product/service you want to edit.
- You may only edit the description of the product/service if it has not been used on an invoice. Otherwise, you can inactivate the product and add a new product with the new name.
- By default, this product/service will be active, which means it can be selected when you create a new invoice. You can edit and uncheck the “Active” box if you no longer use this product/service.
- Make your changes, and click Save.
To delete a product or service:
- You may only delete products/services that have not been used on an invoice.
- Click “Delete” in the row of the product/service you want to delete.
- Click Yes to delete.
To export products or services
- You can export all products or services that are added in the software by going to Accounting > Receivables > Products & Services.
- Click the Download Spreadsheet link to get a CSV of the products & services displayed on your screen.
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