Invoice Products

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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

Managing 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.

Creating Products

Basic information

  • Description
  • Rate
  • Unit
    • e.g. Each, Item, Hrs, etc.
  • Category
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