Products

Not all invoices are created to collect money for products that have been sold. Like to get your hands dirty and offer a service to your customers? Invoice Maker makes it easier than ever to bill your customers for the service you provided them.

Follow the simple steps to add a service:

1. Log in to your Invoice Maker account
2. Click Create
3. Select Service from the drop-down menu
4. Add your Service Name, Description, Rate, and the # of hours
5. Click Save
6. Add your service to the invoices necessary and start requesting your payments

From your Invoice Maker account dashboard, you are able to create products with ease.

To create a product, simply follow the prompts:

• Click on Items on the left-hand side of your dashboard

• Click Products
• Click New Product

• Add all Pertinent Data pertaining to the new product
  • Product Name
  • Description (50 character limit)
    • This description will be listed on your invoices
  • Price
  • Quantity (may set a default quantity)

• Click Save

Once the new product is created, you can add it to any future invoice. You have the ability to edit or delete a product from your Products Tab at any time.

**Products that are edited will only reflect their new information on future invoices. Previous invoices that utilized the old product's information will not be updated.

**It is the User's responsibility to verify any and all tax rates to be imposed prior to adding to any invoice.

From your Invoice Maker account dashboard, you are able to edit products with ease.

To edit a product, simply follow the prompts:

1. Click on Products
2. Use the Search Bar to locate the product you wish to edit
3. Click on the Edit Product “pencil” icon under Actions for the product you wish to make changes to
4. Edit any Pertinent Data relating to the product
1. Name
2. Description
3. Price
4. Taxes (if applicable)
5. Click Update

You have the ability to edit or delete a product from your Products Tab at any time.

**Products that are edited will only reflect their new information on future invoices. Previous invoices that utilized the old product's information will not be updated.

**It is the User's responsibility to verify any and all tax rates to be imposed prior to adding to any invoice.

From your Invoice Maker account dashboard, you are able to save and view all of your company's products in one place. This makes it easy to search all of your products and services in case you need to make updates or delete any that you no longer offer.

From the Invoice Maker dashboard, simply click on Products to view your product list.

You have the ability to edit or delete a product from your Products Tab at any time.

**Products that are edited will only reflect their new information on future invoices. Previous invoices that utilized the old product's information will not be updated.

Have to collect taxes? From your Invoice Maker account dashboard, you are able to create a tax to add to your invoices. 

Once you save a tax, it will be available to assign to any other invoices you create.

To create a tax from your dashboard, simply follow the prompts:

1. Log in to your Invoice Maker account
2. Click on Create
3. Click on Tax from the drop-down menu
4. Add your Tax Name and Tax Rate
5. Click Save

To add a tax directly to an invoice, simply follow the prompts:

1. Click on Make Invoice
2. Add a Product to your invoice
3. Click on the + Tax dropdown button next to the Product Description
   • From here, you can search and select a previously created tax, or create a new one (for the current invoice only)

You have the ability to update or delete your taxes at any time under the Items > Taxes tab in your Invoice Maker dashboard. You are able to add multiple taxes to the same product, if applicable. Updates made to your saved taxes will only reflect on future invoices after the edits have been completed and saved. Changes to tax parameters will not update previous invoices created that include that tax.

**It is the User's responsibility to verify any and all applicable tax rates to be imposed prior to adding to any invoice.