Editing a Product/Service

When the Products/Services List is displayed, click the “edit” link beside the product or service you want to change. You may also locate the record by performing a Quick Search from the top of the Products/Services List. 

•     Active: The Active checkbox shown on the Edit Product/Services screen allows you to activate or inactivate a particular product or service. If the Active checkbox is checked, the product or service will appear in the Product/Service list when entering line items on an issue.  If the Active checkbox is not checked, the product or service will no longer appear in the list.  Products and Services are marked inactive rather than “deleted” in order to preserve your invoicing history.

When all changes have been made, click “Update” to save the new information.