Managing Service Items

Create, edit, and organize catalog items used in invoice and estimate forms.

Add an Item

1. Go to Service Catalog.
2. Click Add Item.
3. Enter name, description, category, and unit price.
4. Set whether the item is taxable.
5. Click Save.

Edit or Deactivate

• Click an item to edit details.
• Toggle Active off to hide it from pickers without deleting history.

Use in Invoices and Estimates

In line-item mode, click Add from Catalog and select an item. The description and price are filled automatically.

Related

• Service Catalog
• Creating Invoices
• Creating Estimates