⇄ Applicable to: services, bundles, invoicing, quotes

  1. Navigate to Products & Services > Services and click on New service
    - or -
    Choose New Service next to the input field with ⋮ or +
  2. Enter the name & description of the service

  3. PRICE

    Add the selling price, the default currency is already selected. If required, add a unit (e.g. price per hour, day, etc.), territory and/or project to this price. Add a purchase price if required.

  4. CATEGORIES & TEAMS

    If required, add categories and teams that will take care of this service.
  5. Click on Save

Lees meer

Creating a quote

Creating a sales invoice