005-Products & Services

  1. Setting Up Products and Services
    1. Click cog wheel > Lists > Products and Services
    2. Click the green button to start adding services.
    3. Select Service, then enter the Name, Sales price/rate, and the associated Income Account
    4. Save and Close
  2. Reviewing and Managing Transactions
    1. To view or edit transactions for a customer or vendor, click on their name, then choose Transaction List or Customer/Vendor Details
    2. You can filter transactions and manage their details from this view

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