Follow the steps below to first set up your products and services in Business Finance Assistant and then you can create a new family and link your products and services to the new family:
- Go to 'Products and Services'
- Click 'Add New Product or Service'
- Fill out all fields
- Click in the 'Family' field and select 'Create a new...'
- Name your new 'Family' (e.g. Electronics, Homeware, Coffees, Kids, etc.)
- Click the 'Advanced' tab to assign the Income Account to link the product or service to a category
- Click the relevant VAT% that applies to the product or service if you are VAT-registered
- Click 'Done'