Add a Service
Services are reusable line items that you can quickly add to invoices. Instead of typing the same description and rate every time, create a service once and select it from a dropdown.
How to add a service
Go to Services
Navigate to Services (found under Invoicing or in the sidebar).
Click 'Add Service'
Click the Add Service button.
Fill in service details
| Field | Description |
|---|
| Name | What you call this service (e.g., “Web Design”, “Monthly Retainer”) |
| Description | Detailed description shown on the invoice |
| Rate | The price per unit (hourly rate, flat fee, etc.) |
| Unit | How it’s measured — per hour, per project, per unit, etc. |
Save
Click Save. The service is now available when creating invoices.
Using services in invoices
When creating an invoice, instead of manually typing each line item:
- Click Add Line Item
- Select a saved service from the dropdown
- Adjust the quantity as needed
- The description and rate are pre-filled automatically
Examples of common services
| Service Name | Rate | Unit |
|---|
| Consulting | $150 | Per hour |
| Web Development | $5,000 | Per project |
| Monthly Retainer | $2,000 | Per month |
| Logo Design | $800 | Flat fee |
| Content Writing | $0.15 | Per word |
Keep service names consistent. This helps with reporting — you can see how much revenue each service generates over time.
