Accounting: Items & Services

This section will display all your billable items and services. Services will be shown here if you have any customers currently enrolled in any Own Web Now services inside of your portal. Items use defined products that you specify.

Payment Types

  • All-This option will display both items and services.
  • Item-This option will display only the user-defined items.
  • Services-This option will display only the Own Web Now Services.

Sorting

You may sort the list of items/services by any of the following categories: Name, Description, or Rate.

Search

You may sort the list of items/services by any of the following categories: Name, Description, or Rate.

Actions

  • Create Invoice-This action is located on the top menu and requires at least one item/service to be selected. This action will take all of the currently selected items/services and instantly pull them over into a new invoice as line items. You will have to complete the rest of the invoice before you can save.
  • Delete-This action is located on the top menu and requires at least one item to be selected. You may not delete services. Services must be managed from the service manager.
  • New Item-This action is located on the right-hand menu. Upon selecting this action it will present you with the New Item Dialog.