How to Add a New Item/Services

This guide shows how to quickly create, edit, delete, and verify items/services in your accounting module so you can manage billable products or services without interrupting workflows. It explains where to find Item/Services settings, step‑by‑step actions for adding or changing entries, and a fast "on the fly" method to add items directly from invoices or credit memos. Follow it to ensure items are saved correctly and appear where needed.

17 steps

How to Navigate to Item/Services

From the navigation menu, select **Accounting** > Select **Settings** > Select **Item/Services**.

From the **Accounting Module**, select the **Settings** tab > Select **Item/Services.**

How to Add and Edit Item/Service

To add a new item/service, select **New Item/Service**.

Select the **preferred** **type** from the dropdown menu.

Complete the required **item/service** information > Select **Save** > You'll receive a message that the payment was saved successfully.

Select **Back To List** to view the list of item/services.

To edit an item/service, locate the **item/service** > Select **Edit** for the item you wish to modify.

Edit the **information** as needed > Select **Save** > You'll receive a message that the service was saved successfully.

To delete the service, select **Delete** > Select **Delete** to confirm > You'll receive a **Service Deleted Successfully** message.

How to Add Item/Service on the Fly

You can add a new item/service to any invoice, memorized invoice, or credit memo item list as needed.

For example, you can navigate to **Credit Memos** in the **Accounting Module**.

Select **Add New Credit Memo**.

Select a **property/company** from the dropdown menu.

Select **Add new row**.

Select the **Item/Service** field > Enter **item/service name** > Select **Enter** to add it.

Complete the **item/service information** > Select **Save.**

To confirm the payment method was added, select **Settings** > Select **Item/Services**.

Confirm the item/service is listed.