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How Do I Create a Product or Service?

There are several ways to create a new product or service on InvoiceASAP.

 

InvoiceASAP App

From the Products & Services View:

    • From the home screen, select 'Manage App,' then 'Products & Services.'
    • Tap on the Plus in the upper right corner of the screen. 
    • Enter the product or service name and the unit price. 
    • Optionally, you can enter a Code that uniquely identifies this item, and a longer description.
    • Tap on Product or Service.
    • Tap on Taxable or No Tax.
    • Press Save.

From an Invoice, Estimate, Sales Receipt or Sales Order:

    • Create a new invoice or edit an existing invoice.
    • Tap on the New button next to the Items heading.
    • Enter the Item Name and Unit Price.
    • Optionally, you can enter a description for this product or service.
      • NOTE:   When a product or service is added in this method, the Item Code is assigned by the system.
    • Tap on Product or Service.
    • Tap on Taxable or No Tax.
    • Tap on how you want to save this item:
      • Save Item & Display saves this item to your Products & Services list so you can select it again.
      • Display Item Once displays this item on this invoice only.  It is not saved and cannot be selected for another invoice.
invoiceASAP Dashboard
Entering Products and Services One by One
  • Select Products or Services from the left navigation.
  • Click on Add New Product or Service.
  • Input your information and press Save.
Uploading Products and Services
  • Click on Products or Services from the left navigation
  • Click Upload Products and Services.
  • Click Browse, find the upload file on your computer.
    • IMPORTANT NOTE: The filename should be one word, without any spaces in it:
      • WRONG:  My Product List.csv
      • RIGHT:  MyProductList.csv
  • Click Upload.
  • On the next screen, match the field names in your file to the product/services field names in invoiceASAP. 
  • Click Save.
  • Your file will be imported into invoiceASAP.

invoiceASAP App:

  • To get your products/services into the app, tap on Refresh from Cloud.
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