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Services — Your Reusable Service Catalogue

Build a reusable service catalogue to speed up invoice and quote creation.

Services are reusable items you can select when creating invoices or quotes. Each service has a description, default price, and tax type.

Adding a new service

  1. Go to Services in the left sidebar.

  2. 2. Click Add service (top right).

  3. 3. Enter a Description, Amount, and Tax Type (GST applicable / GST free / BAS excluded).

  4. 4. Save. The service now appears in your catalogue when creating invoices or quotes.

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