How to Add a New Service or Product?

Sequence > Left Navigation Bar > Home

 

  1. Follow the above-mentioned workflow to land on the Home module.
  2. Click the button from the action buttons located at the top-right corner of the screen. Doing so reveals a list of options.
  3. From these options, click New Service. Doing so opens the New Service or Product window.

  4. Here, choose whether you want to add a service or a product using the buttons at the top.
  5. Fill in the required information using the Surname, Hourly Rate, Units, and Category fields and dropdowns.
  6. In case you want to set it as invoice able, mark the Invoiceable checkbox.
  7. As the required information is filled, click the Confirm button.