How do I add products to an invoice?
Posted by Dino Bassanese on 26 November 2012 02:00 PM

Go to Finance / Settings / Define Taxes and Assign Taxes to setup the necessary Product Tax(es). Next go to Setting / Products “Add New Product” to define the product and choose the applicable product tax rate(s). Note: The Service tax rates are independent of the product tax rates.

Once the product has been created, in the company calendar appointment details window, choose the “Add a Product” button and type the first letters of the product to search. In the same section you can also make a price adjustment on an individual product either by a dollar amount or a percentage. Any added products will be added to both the invoice summary and the printed invoice.