Adding and Editing Products
You can add as many products to your Power Diary account as you need. These are attached to invoices or receipts.
Adding a New Product to Your Account
- Go to Setup > Products and click + Add Product
- Fill out any/all fields relevant to the product (check the table below if you're unsure about any of the fields).
- Click ✓ Save
Editing or Deactivating a Product
- Go to Setup > Products
- Either click the product name or open the actions menu and select Edit.
Reactivating a deactivated product
In order to see inactive services in the list, toggle the Show Inactive slider at the top of the page under Setup > Services. You can then edit the inactive service using the above steps.
Understanding the Fields
|Name|| This is the title of the product that you will see in drop-down lists and on invoices.
|Description|| This is used to record a description of your product. This information will also appear on any invoices that the product is attached to.
| Cost Price (excluding tax)
|| This is an optional field and is used to record the cost of your product.
| Sell Price (including tax)
|| Use this field to record the price of your product, ensuring that any tax is included in the figure (such as GST). This will appear on invoices where this product is attached, and will also show on the client portal if you're taking payments from clients.
|Tax|| Use this field to record whether or not tax applies to the service.