Add a new procedure item

Add a new procedure

Select Add from the main screen under Settings/Services and Products. 

• Type - Select Procedure item
• SKU - Not required
• Name - Name of procedure 
• Description - description of the procedure

Select Next

• Unit of Measure - defaults to each
• Sales Account Code - select the account code the service belongs to
• Tax Rate - inclusive or exclusive of tax
• Price - tax and total automatically calculated
• Invoice description - what needs to appear of the invoice for the billable contact

Select Next 

Review the details entered for the Procedure. If errors are found select Previous and make changes. If the information is correct, select Save to add the new Procedure.