Objectives
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- Add/Edit/Delete Services
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- on Invoices
Environment
- Money Module Settings
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Steps
You can add or edit services
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for invoices from the
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Billing module settings. First, go to the
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Billing → Advanced→ Settings from the navigation menu.
From the Settings page,
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choose the Services within the Invoices section. This will
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direct you to the List of Invoice
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Services page.
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From the List of Invoice
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Services page, you can edit or delete an existing
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service using the green edit icon or the delete icon in the
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Actions section.
You also have the option to add a new
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service simply by clicking on the Add New Invoice
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Service hyperlink
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at the top of the page.
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To add a new invoice
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service, you have to fill in the necessary fields.
There are two mandatory fields:
- Item
- Service Name: specify the name of the new invoice item
- 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
- Billing settings)
- Related Account: specify the related accounts
- account.
The other fields are optional:
- Nest Item Service Under: specify if this item service is nested under other itemsservices.
- Unit Price
- Tax
- Description: a short hint about the itemservice.
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