How to Add and Manage 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.

How to Add Products or Services

1. Go to Accounting > Receivables > Products & Services
2. Click “Add New.” A set of blank fields will appear.
3. Enter a Description for the product or service, up to 40 characters.  Note this description cannot be changed once you use the product/service on an invoice.
4. Enter an optional Default Price for the product/service. You’ll be able to change the price on an invoice if needed.
5. Optional: select a “Per” item unit of measurement.
6. If this product/service is subject to sales tax, check the box. For more information on setting your sales tax rate, see Setting Up Sales Tax.
7. Select the Income Account for this product/service.
8. Click “Save.”

By default, this product/service will be active, which means it can be selected when you create a new invoice.

How to Edit a Product or Service

1. Go to Accounting > Receivables > Products & Services
2. 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.
   • You can edit and uncheck the “Active” box if you no longer use this product/service.
3. Make your changes.
4. Click Save.

How to Delete a Product or Service

1. Go to Accounting > Receivables > Products & Services
2. Click “Delete” in the row of the product/service you want to delete.
   • The option to delete products/services is only available if it has not been used on an invoice. Inactivate products or services used on an invoice instead.
3. Click “Yes” to confirm the deletion.

How to Export Products or Services

You can export all products or services that are added in the software.

1. Go to Accounting > Receivables > Products & Services.
2. Click the Download Spreadsheet link to get a CSV of the products & services displayed on your screen.

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