Products

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

 

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Viewing Products

Instructions

 

1. Click the Products tab.

2. Review the product list.

3. Use the Search field to locate products.

Functions

• Review available products

• Check product types

• View synchronization status

 

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3.2 Creating a Product

Instructions

1. Click Create New Product.

2. Enter:

• Product Name

• Description

• Product Type

Click Submit.

Functions

• Add billable services

• Configure invoice products

• Sync products to QuickBooks

Editing Products

Instructions

1. Locate the product.

2. Click Edit.

3. Update the product information.

4. Submit changes.

Functions

• Modify pricing information

• Update billing descriptions

• Manage active services