Creating services

Services create and send invoices on a repeating cycle – they are a core feature. More about services.

Creating a Service

IMPORTANT: You must have clients and offerings to create services.  It's also encouraged that you also have assets available, though these can be added to services later.

1. From the Dashboard click on Services menu item at the top of the page
2. Click "Add Service"
3. Connect one or more offerings that you wish to include in the service.  You will also connect any assets needed in the service at the same time as adding the offerings.
4. Complete the fields as required and then click "Save".