Steps
- Go to Get Paid → Products & Services.
- Click "New item."
- Enter a Name and select a Type.
- Enter the Unit Price, and optionally a Description or Notes.
- Use the checkboxes to set whether the item is "Allow on Invoices" and/or "Allow on Bills," and whether it's Taxable (with default taxes).
- Save the item.
Good to Know
There is no Revenue or Income Account field on this form, despite some documentation describing one - Sumung's Products & Services records don't currently support account mapping.
Related Articles
- How to Edit a Product or Service
- How to Archive a Product or Service
- How Pricing Works for Products and Services
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