Products and Services
The catalog of things you sell, priced and ready to drop into an invoice.
Who it's for
Sales staff and anyone building invoices or estimates
Key benefits
- Reusable line items with price and tax defaults
- Speeds up building invoices, estimates, and sales receipts
- Feeds Sales by Product reporting
Overview
Products and Services is the catalog you draw from when building invoices, estimates, credit memos, or sales receipts - name, price, and tax defaults set once instead of retyped on every document.
Related features
See how Products and Services fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.