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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.

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How to add a service

1

Go to Services

Navigate to Services (found under Invoicing or in the sidebar).
2

Click 'Add Service'

Click the Add Service button.
3

Fill in service details

4

Save

Click Save. The service is now available when creating invoices.

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Using services in invoices

When creating an invoice, instead of manually typing each line item:
  1. Click Add Line Item
  2. Select a saved service from the dropdown
  3. Adjust the quantity as needed
  4. The description and rate are pre-filled automatically

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Examples of common services

Keep service names consistent. This helps with reporting — you can see how much revenue each service generates over time.