The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Save yourself time on your Projects,Tickets, and Retainers, as well as their invoices, by creating a list of Materials and Services. Services are used to define the ledger and tax codes of the work you do for clients, while Materials are used to list and price any items you may sell to clients, such as computers.
Using this guide, you can: