5. Invoice Products
Invoice products are the various goods/services that your organization provides. You can save all these products, making it easier and faster when creating invoices.
The best place to start is the Products page.
:: Main Menu > Sales > Products
From this page, you are able to view and do the following:
- (1) & (2) Create a new product
- (3) Filter estimates, using a detailed filter panel. You can filter estimates by dates, categories, statuses, etc.
- (4) Search your estimates, using the free text search box.
- (5) Delete an estimate
- (6) Edit an estimate
- (7) View an estimate
- (8) Additional estimate management settings, via the quick actions button.
- e.g. Each, Item, Hrs, etc.