View services

In the Services screen, you can view detailed information about the services you offer.

From the company setup menu, choose 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 services, click the Type column heading.