Products

The Products module manages products and services used for billing and invoicing. 

 

 

 Viewing Products 

 

 

 

 Click the Products tab. 

 

 

 Review the product list. 

 

 

 Use the Search field to locate products. 

 

 

 

 Functions 

 

 

 Review available products 

 

 

 Check product types 

 

 

 View synchronization status 

 

 

 

 

 

 Creating a Product 

 

 

 Click Create New Product. 

 

 

 Enter: 

 

 

 

 

 Product Name 

 

 

 Description 

 

 

 Product Type 

 

 

 Click Submit. 

 

 

 

 Functions 

 

 

 Add billable services 

 

 

 Configure invoice products 

 

 

 Sync products to QuickBooks 

 

 

 Editing Products 

 

 

 Locate the product. 

 

 

 Click Edit. 

 

 

 Update the product information. 

 

 

 Submit changes. 

 

 

 

 Functions 

 

 

 Modify pricing information 

 

 

 Update billing descriptions 

 

 

 Manage active services