- December 14, 2016
- New Features
Manage Invoice Products from the Settings Screen
You will now manage your Invoice Products from the Settings screen. Previously this menu existed in its own space in the Accounting screen. In order to create a more consistent experience we have moved this management menu to Settings where other management options can be found. To access this click My Account and then the Settings tab. Scroll down to the Invoicing section and click Manage next to Products.
From here you can create new Products by clicking New Product in the top right, or manage existing products by clicking on the Product itself. You can change details for the product, whether or not it will be a default product going forward, or delete the product by editing it.
You can also set some invoicing defaults by company. For more info on your company specific options please see this post: https://www.servemanager.com/blog/2216/set-company-invoice-terms-and-products