Adding a New Product/Service

To add a new Product or Service, from the Main Menu choose Billing > Products/Services > Add. Enter the required information into the fields provided and click “Save” to save the new entry.

•     Rate: The “Rate” is the Rate to be applied for the Product/Service at a Quantity of one.  When adding Line Items in an issue, if a Quantity greater than one is selected for the Line Item, the Line Item Total will be a calculation of the Rate multiplied by the Quantity.

•     Billable: Checking “Billable” indicates that the Product/Service is a Billable item. Billable items will appear on Work Orders and Invoices, non-Billable items will appear on Work Orders only. 

•     Taxable: Checking “Taxable” indicates that the Product/Service is a Taxable item. When adding Taxable Line Items in an issue, the Invoice total will be a calculation of all Line Item Totals multiplied by the Sales Tax defined in the Customer record.

•     Protected: Checking “Protected” indicates that you want to hide this rate when entering products and services in issues. This rate and any corresponding totals will be hidden from users as they enter line items for this product or service. The word “Protected” will display in the Rate field for users other than System Administrators and users with “Can access and maintain Administration functions” and “Can access and maintain Billing/Invoicing Module functions” permissions.