Services
Manage reusable services, pricing, media, categories, tags, and checkout settings.
Use Services to maintain reusable offers, set prices, and prepare direct service checkout links.
Where to Work
- All Services: create and edit individual service records.
- Catalog: manage public catalog settings.
- Categories and Tags: organize services.
- Checkout Links: manage standalone checkout-link settings.
- Audits: review catalog changes.
Start with Create a Service. A saved service has details, pricing, media, and checkout settings, plus a checkout link you can copy from its header.
Reuse in Finance
Select reusable items when adding invoice or estimate lines. Review the copied description, quantity, price, discount, and tax in the destination document.
Availability and Inventory
The catalog is for selling and billing records. It does not provide an on-hand stock-adjustment screen or inventory reservations.
The direct service checkout is the current buying flow. Read Catalog and Checkout before relying on public catalog or standalone checkout-link records.