Products
Products are consumables that are used in the course of a project.
Products are defined in the
Catalog of the Sales app.
To add a Product to a Project:
- Goto the Project view main screen.
- Tap or click + and Select Product. Note that the menu only appears if there is at least one product in the Sales Catalog.
An Invoice can be created for the Products, when they are invoiceable to your client. To create an Invoice:
- Goto the Project Finance section
- Tap or click + and select Invoice
- The system keeps track of which Products have already been invoiced and an Invoice is created automatically for the remaining products.
