> ## 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.

# Add a Service

> Create reusable services to quickly add line items when creating invoices.

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

<Steps>
  <Step title="Go to Services">
    Navigate to **Services** (found under **Invoicing** or in the sidebar).
  </Step>

  <Step title="Click 'Add Service'">
    Click the **Add Service** button.
  </Step>

  <Step title="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.           |
  </Step>

  <Step title="Save">
    Click **Save**. The service is now available when creating invoices.
  </Step>
</Steps>

## 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

## 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    |

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