We are a construction company, and I would like to set up my invoices so that the hourly rate we charge customers auto-populates when I create an invoice. Is there a way to do this?
Hello Caro_L,
You can set up products/service items in your system, then define a default rate on the service item.
When you create a customer invoice and select that service item, the price rate will auto-populate.
More information on that is available in the following product documentation, and don't hesitate to chat with our support team if you need further assistance on this.
Thank you for participating in the Sage City community forum.
Hello Caro_L,
You can set up products/service items in your system, then define a default rate on the service item.
When you create a customer invoice and select that service item, the price rate will auto-populate.
More information on that is available in the following product documentation, and don't hesitate to chat with our support team if you need further assistance on this.
Thank you for participating in the Sage City community forum.
*Community Hub is the new name for Sage City