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Account > Services
(Used in Proposals, Timesheets, and Invoices modules)
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Modify | Delete
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"Services" is an optional feature which allows you to define particular activities that have a set fee attached to them. (For example, an attorney may charge a flat fee to prepare a simple will or to handle an uncontested no-fault divorce.) You can use this feature to set different rates for different types of services.
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To create a new Service:
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1. Click on the Account tab.
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2. Click on the "Create..." drop-down menu and select "service."
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3. Name the service.
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4. If you have enabled multi-currency functionality, select the appropriate currency.
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5. Enter any or all the rate types that apply to the given service.
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6. Check the "Taxable service" box, if appropriate.
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7. Click on "Save."
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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.
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To modify an existing Service:
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1. Click on the Account tab.
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2. Click on the "Services" link.
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3. Click on the name of the service you want to change.
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4. Make the changes.
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5. Click on the "Save" button.
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To delete a Service:
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1. Click on the Account tab.
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2. Click on the "Services" link.
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3. Click on the name of the service you want to delete.
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4. Click on the "Delete" button to permanently discard a service record.
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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.
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