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  • How to Predefine Services Items on Invoices?




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Objectives

  • Setup Add/Edit/Delete Services on Invoices

Steps

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, from the advanced click on Settings.

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From the Settings page, press 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 at 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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