Adding products and services to your COUNT account streamlines the invoicing and billing process, ensuring that your transactions are consistent and accurate. Here's how you can add a product or service in COUNT:
Step-by-Step Guide to Adding a Product or Service
Navigate to Products & Services: On the left navigation menu, click Manage > Products & Services.
Enter Product/Service Details:
Product/Service Name: Enter a unique name for the product or service.
Pricing Method: Choose the pricing method - either by item or by hour.
Currency: Select the currency of the product/service.
Additional Options: You can add any or more of the following options: selling price, purchase price, stock count, and record as a timed service. Options are accessible upon clicking the checkboxes.
Per Unit Price: Enter the unit price (per item or per hour etc.)
Select/Add Tax: Choose an existing tax or add a new tax if applicable.
Select Account: Assign an account to the product or service.
Description: Provide a detailed description of the product or service.
Save the Product:
Click the Add button to save the product or service.
Using Saved Products and Services
On Invoices and Bills:
When you create invoices or bills, you can select the saved product or service from the dropdown menu.
Once added to an invoice or bill, you can still make changes to the product or service details if required.
Adding a Product or Service While Creating an Invoice: You can also add a new product or service directly while creating an invoice. This product or service will automatically be saved under Manage > Products & Services for future use.
By following these steps, you can efficiently manage your products and services in COUNT, ensuring that your invoicing and billing processes are smooth and accurate.