Kindly follow the steps below to set up your products and services in the Business Finance Assistant:
- Go to 'Products and Services'
- Click 'Add New Product or Service'
- Click either on the word 'Service' or on the word 'Product' to highlight the relevant one
- Fill out all fields
- If you sell different groups of products or services, you may create a new 'Family' of items
- Click the 'Advanced' tab to assign the Income Account and link to a category
- Click the relevant VAT% that applies to this product or service
- Click 'Done'
Please note the 'Item Number' will be automatically generated if you leave this field blank
Watch our video guide: Add a Product or Service