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:
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 Contacts & Products > 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.