How to Access Benefits?

  1. Upon successful login, expand the Sales module.
  2. From the options revealed, click Benefits. Doing so takes you to the My Services grid.
  3. Here, data is tabulated via various columns that include Surname, Category, Hourly Rate, Units, and Invoiceable.
  4. To search for a specific service, type the service name in the Search by Keyword search bar.
  5. Select the billing status of the service from the Invoiceable dropdown. It includes two options i.e. Facturable (billable) and Non Facturable (non-billable).

  6. To access products, click the Produits tab.
  7. In the products grid, data is tabulated via a number of columns as well which include Surname Category, Prix unitaire, and Units.