How do I create an Expense?

Items and services are what we offer to our clients against money. Billed allows us to make a list of our items and services. You can use these items and services to bill your clients. Track the inventory whenever you add an item or service to your invoices.

This article contains the following details about items and services:

  • Add New Items and Services
  • Edit Items and Services
  • Delete Items and Services

Add New Items and Services

Use the following steps to add new items and services:

  • Go to โ€œSettingsโ€ from the left menu.
  •  Now select the option โ€œItems and Services.โ€
  • Then, click the โ€œCreate Newโ€ button from the right side.
  • Add the item or service name by clicking on โ€œItem Title.โ€
  • Now write the sale price of an item or service.
  • Next, you have to write the purchase price.
  • You can also add tax while adding an item or service. This tax will be automatically added to the invoices and estimates where you use this item or service.
  • Turn on the โ€œTaxableโ€ option and select an option among โ€œAmountโ€ or โ€œPercentage.โ€
  • Add the amount or percentage of tax.
  • Lastly, you can add a description of your items or services. It could be the characteristics of items or services or any additional information.
  • Finally, press the โ€œSubmitโ€ button at the bottom to save the item details.

Sort By

Items and services can be sorted by title, purchase price, and unit cost.

Edit Items and Services

You can make changes to an existing item or service through the following steps:

  • Go to โ€œSettingsโ€ from the left menu.
  • Click on the โ€œItems & Services.โ€
  • Now click on the three dots in front of the concerned item.
  • Click on the โ€œEditโ€ option. 
  • Make required changes to the item.
  • Finally, press the โ€œUpdateโ€ button and the bottom to save the new information.

Delete Items and Services

Delete an item or service through the following steps:

  • Go to โ€œSettingsโ€ from the left menu.
  • Click on the โ€œItems & Services.โ€
  • Now click on the three dots in front of the concerned item.
  • Click on the โ€œDeleteโ€ option to delete an item.
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