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How to Add a New Service or Product?
Sequence > Left Navigation Bar > Home
- Follow the above-mentioned workflow to land on the Home module.
- Click the button from the action buttons located at the top-right corner of the screen. Doing so reveals a list of options.
- From these options, click New Service. Doing so opens the New Service or Product window.
- Here, choose whether you want to add a service or a product using the buttons at the top.
- Fill in the required information using the Surname, Hourly Rate, Units, and Category fields and dropdowns.
- In case you want to set it as invoice able, mark the Invoiceable checkbox.
- As the required information is filled, click the Confirm button.