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Category: 

Invoices

How to Add/Edit/Delete Products

In this tutorial, I will show you how to add, edit, and delete products in the Invoices Module.


You will be able to add and manage all your products, define the prices, and facilitate the creation of the proformas and invoices by having all the information of each product already predetermined in the system.


You will be able to view the creation date, name, type, and unit price of all your products.


Let me show you how it works.


Add: (0:31)


To add a product,


1. Select the Products tab.


2. Click on the plus sign on the top right-hand corner of the page.


3. Here you can define the name, price code, description, unit price excluding VAT, VAT percentage and unit price including VAT. You can define different VAT per product if necessary.


4. Don’t forget to save.


Edit: (0:55)


To edit a product,


1. Click on the three dots next to the product that you want to edit.


2. Here you can edit the code, description, unit price, and VAT percentage.


3. Don’t forget to save.


Delete: (1:10)


To delete a product,


1. Click on the three dots next to the product that you want to delete.


2. You will be prompted with a warning: “Attention! You are going to delete this product. Are you sure?”


3. Click ‘Yes’ to delete or ‘No’ to cancel.


For more information about the Invoices Module, please watch the other tutorials.

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