Set up your services and prices

Your services are your price list. Set each one up once — name, price, unit — and every invoice or quote fills itself in from the list instead of you retyping.

Add a service

1. 1

   Open My Services

   In the menu, My Finance → My Services, then tap Add Service.

2. 2

   Name it the way it appears on an invoice

   Service Name is what your client reads, e.g. Monthly bookkeeping. Description is optional and prints under it.
3. 3

   Set the price and the unit

   Unit Price is the amount; Unit is how you charge it: Per Hour, Fixed Fee, Per Day, Per Item, Per Page or Per KM.
4. 4

   Check the VAT rate

   VAT Rate (%) shows 15 if VAT is switched on for your business, 0 if it isn't. Default Discount (%) pre-fills a discount on every line that uses this service — leave it at 0 unless you always give one.
5. 5

   Save

   Tap Create. You'll see Service created successfully.

   ✓ The service is in your list as Active, and shows up when you build your next invoice.

Use it on an invoice or quote

1. 1

   Start the invoice

   On a line item, tap From Services.

2. 2

   Pick the service

   Search by name or category and tap it. The description, price, VAT and discount fill in.

3. 3

   Type the quantity

   Hours, days or items. The line total updates on its own.

Good to know

• Prices went up? Adjust Prices changes every service at once by a percentage, e.g. 10 for +10%. You see the new prices before you apply.
• Nearly the same service — use Duplicate from the row menu and change the details.
• Retiring a service — Deactivate hides it from the invoice picker; its history stays. Tick Show inactive to see it again.
• Which services earn the most — the Used and Revenue columns count the invoices each service has been on.
• Copy details in the row menu copies the service's name, price and unit as text — handy for pasting into an email or a quote you're writing elsewhere.

If something's off

• "Service name is required" or "Valid unit price is required" — fill in the name, and a price of 0 or more.
• A service isn't in the From Services list — it's been deactivated. Open My Services, tick Show inactive, then Activate it.
• "Insufficient permissions" when saving — only owners, admins, partners, managers and attorneys can change the price list. Ask the account owner.