Adding a Service
To add a service in your Helcim account, select the Products and Services
icon.
Next, select
Services
from the Product and Services
menu.
Select
Add Service
to being entering the service details.
Use the text boxes to enter details about the service.
Name: Enter the title or name for the service.
Category: Select the category from the drop-down menu. This list will include all the categories that currently exist in your account for both products and services.
Next, enter the pricing information or sale price if applicable.
Availability: Toggle the availability
On
to activate the service
Available Retail: Toggle this option On
to have services available for invoices
Services are currently only available for invoices.
Finally, enter the description for the service. The description box on the service page does not have a character limit and will fully display on the invoice you create.