Learn how to add a product or service.

Edit a product or service for an invoice

  1. In the left navigation menu, click on Sales & Payments > Products & Service.
  2. Click the pencil icon to the right of the item you want to edit.
    For the product or service to be added to an invoice, ensure the checkbox to the right of Sell this is selected.
  3. When you’ve finished editing the information, click Save.

This product or service is now edited and ready to be added to an invoice.

Edit a product or service for a bill

  1. In the left navigation menu, click on Purchases > Products & Services.
  2. Click the pencil icon to the right of the item you want to edit.
    For the product or service to be added to a bill, ensure the checkbox to the right of Buy this is selected.
  3. When you’ve finished editing the information, click Save.

This product or service is now edited and ready to be added to a bill.