Add services
You can add information about your services to OnBalance so that you can apply that information when you add sales.
Notes
- Price and unit of measure are not required.
- You can manually add or change a price whenever you enter a new sale. Prices you enter while adding a new sale are a one-time override and do not change prices you have set up in the Services screen.
- From the company setup menu, choose Services.
- Click New Service.
- Enter the required information.
- Click Save.