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How do I add a new service?

  • Go to My Other Data in the main toolbar and click on My Services.

  • In My Services, click on Add Service. This is the best route if you want to enter a number of services at the same time.

  • Add the name of the service and the net amount you will charge. The amount can be edited each time you make a new entry in My Sales.

  • Select the VAT rate that will apply to the service.

  • Add a description if you wish – this will not appear in My Sales.

  • When you are done hit “Save”.

  • As an alternative, you can add a new service as you prepare an invoice, or add a cash sale:

    • In the dropdown menu below “Service” and select Add New.

    • In the box that appears, enter the new service name and click “Add”.

    • Then enter the net amount and the VAT rate.

    • When you save the invoice or cash sale details, the new service details will be stored in My Services.