By entering your products or services description and pricing into the Price List you will be able to save time compiling quotes and invoices. You will also produce more professional looking documents as all descriptions will be uniform. It is also an effective way of ensuring you are charging the correct amount for your product or service.
1. To Add a Product to the Price List
- Click on the Finance dashboard and click on the Quotes button.
- Click on the Quotes button and then on the Price List button.
- Click on the Add New link at the top right of your screen.
- Type in the details of the product or service you would like to add and click the Save button. If your company not set up as a VAT registered company the VAT field will be greyed out