Account > Services (Used in Opportunities, Timesheets, and Invoices modules) Modify | Delete "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. 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. Check the "Taxable service" box, if appropriate. 7. 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. 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. | ||||