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Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

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

FieldDescription
NameWhat you call this service (e.g., “Web Design”, “Monthly Retainer”)
DescriptionDetailed description shown on the invoice
RateThe price per unit (hourly rate, flat fee, etc.)
UnitHow it’s measured — per hour, per project, per unit, etc.
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

Service NameRateUnit
Consulting$150Per hour
Web Development$5,000Per project
Monthly Retainer$2,000Per month
Logo Design$800Flat fee
Content Writing$0.15Per word
Keep service names consistent. This helps with reporting — you can see how much revenue each service generates over time.