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  • How to Predefine Services Items on Invoices?




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You can add or edit services for invoices from the money module settings. First go to the Money module on the top of the page, then to from the advanced click on Settings section.

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From the Settings page, press on the Services hyperlink within the Invoices section. This will direct you to the List of Invoice Services page.

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From the List of Invoice Services page, you can edit or delete an existing service using the green edit icon or the delete icon in the Actions section. You also have the option to add a new service simply by clicking on the Add New Invoice Service hyperlink on the top of the page.

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To add a new invoice service, you have to fill in the necessary fields.

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  1. Service Name: specify the name of the new invoice service in English, French or Arabic language (In our example English is the default language, and you can modify it from the Setup and Configuration in the Money settings)
  2. Related Account: specify the related accountsaccount.

The other fields are optional:

  1. Nest Service Under: specify if this service is nested under other servicesservice.
  2. Unit Price
  3. Tax
  4. Description: a short hint about the service.

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