Add, edit or delete services

If you regularly sell the same services, to save time when entering your invoices or credit notes, you can create service item records.

If required, you can import your services from a CSV file. You can also create records for any products (stock and non-stock items) you provide to your customers.

To add a service item

  • 1. Go to Products & Services tab, then click New Item.
  • 2. Select Service, then complete the following information:
Item Code Enter a code for the service.
Item Description Enter a description for the service as you want it to appear on invoices.
Category If applicable, choose the relevant category.
  • 3. Under I Sell This Item, complete the following information:
Rate (£) Enter the amount for each active rate. You can then choose which rate to use when you create the invoice.

Note: You can view and edit service rates in Settings > Record & Transactions Settings > Products & Services.
Rate Frequency Choose the frequency for each rate, for example hourly, daily or alternatively, choose Fixed Rate.
Rate Includes VAT? If the rate includes VAT, select this check box. When you create an invoice, the net and VAT values calculate from the service VAT rate and charge rate.
Sales Account Choose the default sales nominal ledger account you want to use for the service.
VAT Rate Choose the default VAT rate for the service.

If you haven’t set up analysis types in Settings > Analysis Types, this option won’t appear.

  • 5. In the Notes box, enter any notes you want to record about the service. This is for reference purposes only.
  • 6. Click Save.

Your new service item is now ready to use.

To edit a service

  • 1. Go to the Products & Services tab, then click the relevant item.
  • 2. Click Edit.
  • 3. Amend the details as required, then click Save.

To delete a service

You can’t delete a service item once you’ve used it in an invoice. Instead, to prevent any confusion, we suggest marking the record as inactive.

If a service doesn’t have any invoices associated with it, you can delete it.

  • 1. Go to the Products & Services tab.
  • 2. Select the check box next to the relevant record.
  • 3. Click the delete button, then click Yes.

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