Follow these steps to turn on the preference for Products and Services:

  1. Choose the Gear icon> Account and Settings.
  2. Click Sales from the menu on the left
  3. In the Products and services section, click on the Edit icon
  4. Place a check in the Show Product/Service column on sales forms and click Save.
*Check  SKU if you would like to have a SKU field in Products and Services. Please be aware the  SKU will only print if you are using the Airy form template.

To add to your list of Products and Services:

  1. Choose the Gear icon > Products and Services under the Lists column
  2. Click New
  3. Enter your information for the new product or service
  4. Click Save

To edit your Products and Services:

  1. Choose the Gear icon > Products and Services under the Lists column
  2. Click Edit
  3. Change the information for the product or service
  4. Click Save.
  5. If the Product or Service is associated with a Recurring Transaction, you will be prompted to update those also

When you create an invoice or a charge, you'll see a drop-down menu that will allow you to select from this list.

To view your Products and Services List in a customizable report:

  1. Choose Reports from the menu on the left
  2. In the "Go to report " field, enter Product/Services List
  3. Choose the Product/Services List report. 
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