Items: Service Items

How to setup your Service Items and Categories, you will then be able to assign these items to your Service Invoices.

What is a Service Item?

A Service Item is not an actual stock item but rather services that your Company provides and that needs to be recorded on Invoicing. Examples are Labour, Training, on site visits, maintenance, delivery etc.

You can setup Service Items, link to a Category, set default Sales & Purchase prices, default tax codes and default Sales & Purchase GL accounts for each one. These Service items can then be selected on the following documents:

• Sales Quote, Sales Invoice, Sales Credit Note

• Purchase Order, Purchase Invoice, Purchase Credit Note

What is a Category for your Service Item?

A category is your way of grouping similar items together. For example if you business provides Training services as a category, you may want to itemise it further by adding items to the Category such as Training remotely, Training on site, Training Guides etc.

• To add a new Category click on Settings > Module Settings > Categories

How to add your Service Items

• Click on Items > Service Items > +New Item

• Item Code - this is automatically generated by the system when you save your Item. All codes will start with ITM followed by 5 digits. This is simply for record purposes and is not used for selection on your documents.

• Description - enter a description for your service item, this will appear for selection on your documents and will be displayed on your layouts for each document.

• Category - select the Category for this service item, categories is your way of grouping your services, check this out in Settings > Module Settings > Categories

• Sales Price - enter a Sales price for your service, this will automatically appear on your Sales documents but can be changed at time of entry.

• Purchase price - enter a Purchase price for your service if relevant, this will automatically appear on purchase documents but can be changed at time of entry. It will also appear as the 'Manual Base cost' on your Sales Documents.

• Now fill in the Tax and Accounting details

• Sales Tax - select the Sales Tax code that applies to this Service. This will overwrite the Tax code selected on the Customer but can be changed at point of entry on your Sales documents.

• Purchase Tax - select the Purchase tax code that applies to this Service. This will overwrite the Tax code selected on the Supplier but can be changed at point of entry on your Purchase documents.

• Sales Account - select the Revenue/Turnover GL account for posting this Service to your Finances.

• Purchase Account - select the Cost of Sales/Expense account for posting this Service to your Finances.

• Add an image for your Service Item.

What's Next: Add Sales service Invoice or Purchase Service Invoice

Check out the training video on the Enterpryze Academy.