Account > Services (Used in Opportunities, Timesheets, and Invoices modules) Modify | Delete The "Services" feature allows you to define particular activities that have a set billing rate attached to them. You can use this feature to set different rates for different types of services. To create a new Service: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "service." 3. Name the service. 4. If you have enabled multi-currency functionality, select the appropriate currency. 5. Enter any or all the rate types that apply to the given service. 6. If you have assigned Cost centers to Services, select the appropriate Cost center from the dropdown menu. 7. Add any explanatory text about this Service that you want to appear in Proposals. 8. Check the "Taxable service" box, if appropriate. 9. Uncheck the "Active service" box only if you do not want this service to be used. 10. Click on "Save." About tax on services: If you want to include service tax on an invoice, you must check the "Taxable service box" in the Account > New/Edit service dialog, AND you must enter a tax rate that applies to all services in the Invoice layout dialog before creating an invoice. Taxes are calculated only in an invoice. For more about applying taxes, see Invoices > Tax Rates. To modify an existing Service: 1. Click on the Account tab. 2. Click on the "Services" link. 3. Click on the name of the service you want to change. 4. Make the changes. 5. Click on the "Save" button. To delete a Service: 1. Click on the Account tab. 2. Click on the "Services" link. 3. Click on the name of the service you want to delete. 4. Click on the "Delete" button to permanently discard a service record. Note: The "Delete" button will not appear if the service has transactions assigned to it in any OpenAir.com module. To delete a service, you must first reassign those transactions.