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Services

Download Services PDF

Services are tasks or work you offer your customers—like maintenance, repairs, engineering, or transport.

Add a New Service

  1. Go to Settings > Inventory > Inventory List.
  2. Click the Actions button, then select + Add New Service.

3. Fill in the service details:

  • Name* – Enter the name of the service.
  • SKU – Add the service code.
  • Non-Taxable – Check this if the service is not taxed.
  • Income Account – Choose the account where sales revenue should go.
    • You can scroll or search the list.
    • If it’s not listed, type it in—it’ll be saved when you save the service.
  • Sales Price/Rate – Enter the price you charge customers.
  • Sales Description – Write a short description of the service.
  • Expense Account – Choose the account where the service cost should be tracked.
    • Same as above—scroll, search, or type it in.
  • Cost – Enter how much it costs you to provide the service.

4. Click Save. The service will appear in your Inventory List.

Duplicate Service Warning

If you try to add a service with a name that already exists, you’ll see this message:

What Your Options Mean:

  • Yes – A new service will be created using the same name. This will result in multiple services with identical names.
  • No – The action will be canceled, and the duplicate service will not be added.

Edit a Service

  1. Find the service in the Inventory List.
  2. Click on it to open the details.
  3. Make your changes and click Save.

🔒 You can’t edit inactive services—reactivate them first if needed.

Deactivate a Service

Use this if you no longer offer the service but want to keep a record.

  1. In the Inventory List, check the box next to the service.
  2. Click Actions > Make Inactive.
  3. Confirm by clicking Yes.

✅ You can select multiple services at once.

Once deactivated, the service moves to the Inactive Inventory List.

Reactivate a Service

  1. Go to the Inactive Inventory List.
  2. Check the box next to the service.
  3. Click Actions > Make Active.
  4. Confirm by clicking Yes.

The service will return to the active list. You can then edit or update it as needed.

Delete a Service

Only delete services that were added by mistake or are no longer needed permanently.

⚠️ Deleting services may affect past data or reports. Use with caution.

  1. First, deactivate the service (active services can’t be deleted).
  2. Go to the Inactive Inventory List.
  3. Check the box next to the service.
  4. Click Actions > Delete.
  5. Confirm by clicking Yes.

The service will be permanently removed.