How to Add Subscription and/or Non-Recurring Service(s)

How to Add Subscription and/or Non-Recurring Service(s)

Services are required when creating invoices for a client. Here are steps to add a variety of subscription or non-recurring services to be selected when creating a client invoice

How to Add Subscription Services

  1. Navigate to Settings and click "Manage" on the left-hand menu

  1. Click the "Services" tab
  2. Click either "Add Subscription Service"
    1. or the " + " symbol if creating additional subscription services
  1. Add "Service Name" and "Service Description"

  1. Click Save
You will receive a confirmation that the Non-Recurring Service has been successfully created, you can now hit the "Ok, Got it" button and repeat the steps to add another



How to Add Non-Recurring Services

  1. Navigate to Settings and click "Manage"

  1. Click the "Services" tab
  2. Click either "Add Non-Recurring Service"
    1. or the " + " symbol if creating additional subscription services

  1. Add "Service Name" and "Service Description"

  1. Click Save
You will receive a confirmation that the Non-Recurring Service has been successfully created, you can now hit the "Ok, Got it" button and repeat the steps to add another