Services are used when tracking time, so you can bill an hourly or flat rate for the work you're doing. Different services can be used while tracking time so your clients know exactly what you're billing them for. You can also view where your time is going so you can estimate and bill for projects more accurately. Services can be assigned an income account to track your revenue by specific income categories in your reports.
If needed, add a Description, otherwise, leave blank if it’s different every time
If using Accounting, for Income Account, choose between Revenue, Billed Expenses, Discounts, Sales, Uncategorized Income, or any custom Income accounts
If Advanced Accounting is activated, select the Add New Account button to create a new Income account instead
Choose between Parent Account or Sub Account
If Sub Account is chosen, in the Group Under Parent Account dropdown, select the Parent Account you want this new sub account to be organized under
Next, enter an Account Name
Then enter the unique Account Number, which is automatically populated for you but can be overwritten
If needed, add in details in the Description field
Select Save to create the new account
Next, add a Rate, if your project uses service rates, this will be pulled onto the invoice instead
For taxes, check off up to two boxes next to any tax to have it included every time it's invoiced
If needed, select Add Another Tax to add a new sales tax
Check off the box next to Billable if you want to bill for this service on future invoices
Check the box off next to Automatically add this service to all new projects to make it a default service
Select the Save button. Your newly created service will now be visible in the Projects and Time Tracking sections to track time towards.
New services can also be created from these other areas of your account:
If you’d like to add sales taxes and a service rate afterwards, you can go to the Items and Services section and edit your service there to include these.
Manage Services
If needed, use the quick filters above the list to quickly toggle between:
All - View both active and archived services
Archived - View only archived services
To make changes to a service, including its description, use these steps:
Select the Items and Services section
Then select the Services sub-tab
Next, select the service you’d like to edit, and a pop-up will appear
Make any changes as needed and select the Save button to finish.
Bulk Actions
From the Services section, you can also update several services at once. Check off one or several boxes next to any service as needed, and select either:
Edit - Check the box off next to a specific service to edit
Archive - Move several services into your archived services list to keep your active list clean
Delete - Move several services into your deleted services list
Duplicate - Check the box off next to a service to duplicate it and modify the new service
More
Change Billable - Update several services to billable which allows it to be generated onto an invoice or manually marked as billable, or automatically marked as non-billable
Change Add to Projects - Update several services to always be added to new projects by default
Change Income Account - Update several services' Income account in bulk
FAQs
I tried to create a new service, but an error says the name is taken?
Service names must be unique. If the name is taken, the service name already exists elsewhere in your Archived Items and Services section, or in the deleted section. You can use the steps in How does archive or delete work? here to access the section and either edit the name to free up the original one, or restore the service if it’s been deleted.
