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How to Create a Product or Service

Creating a Product or Service record lets you reuse pricing and descriptions across multiple invoices. Go to Get Paid → Products & Services.

Steps

  1. Go to Get Paid → Products & Services.
  2. Click "New item."
  3. Enter a Name and select a Type.
  4. Enter the Unit Price, and optionally a Description or Notes.
  5. 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).
  6. 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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