Adding Item and Services
Items and Services are fees that are often charged in a side note. They appear on a drop down list when you are creating a side note.
1. To enter a new item or service, Click Accounting, Company then Items and Services
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2. Click New
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3. Make sure that Active box is checked.
Use drop down box to choose what the Item Type is.
Check the Item Department(s). Note: BHPH must be checked to create the side note payment portion.
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4. Type in Item Name/Number
If this is a sub item of another item already on the list use drop down menu to choose appropriate one
Enter part number is appropriate, can be left blank
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5. Type any desired description, this can be left blank.
Choose Account from drop down list. Note: If you are not integrated with QuickBooks, this can be left as none.
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6. Click Save and Close
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