Step-by-Step: How to Create a Service Item
Use these steps to add a service you sell to NuMetric’s inventory system. This is essential for issuing invoices and tracking income, even if you’re not using the full inventory module.
To Add a Service Item:
Go to the Inventory section.
Click Item.
Click Create Item.
Click Add Item.
Enter the Item Name.
Fill in the Description.
Under Type, select Service.
Confirm the "Is this a service?" field as Yes.
Select the appropriate Income Account.
Choose a Service Income Account if needed.
Choose or create an Item Category.
You can add a new category by typing in the field and pressing Enter.Select the Item Unit (e.g., Hour, Unit).
Enter the Selling Price.
If registered for Sales Tax, select the applicable tax. If not, leave it blank.
Click Save to finalize the item.
📌 Note:
These instructions are based on a Basic Inventory Module without the Inventory Plus Module enabled / needed.
Step by Strep:
1. Navigate to "Inventory"
2. Click "Item"
3. Click "Create Item"
4. Click "Add Item"
5. Click the "Item Name" field.
6. Fill "Description" field. These Steps are to create an Item "Service we sell"
7. Navigate to the "Service" and select.
8. Select "Yes" field.
9. Select Income Account.
10. Select Service "Income" Account.
11. Select Item "Category" If the category is not listed, you can create it by typing in the "Category" field and clicking Enter to save.
12. Select the Item Unit (Hours, Unit, etc..)
13. Add the "Item Selling price"
14. Select Sales Tax - on Sales if you are registered in Sales Tax. If not, keep it blank.
15. Click "Save" to create the item.
