View products

In the Products & Services screen, you can view detailed information about the products you offer.

From the company setup menu, choose Products & Services.

Notes

The name of this screen varies according to what your company manages in OnBalance. If you manage only products, this screen name is Products; if you manage only services, the screen name is Services; and if you manage both, the screen name is Products & Services.
To sort the list by products and services, click the Type column heading.

The availability of some or all of these features depends on your version of OnBalance.

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View products