Create a service

Save each service you sell once. Its name, price and description then fill in for you on every invoice and estimate, and it gets its own checkout link.

Create the serviceCopy Anchor Link

1. Open Services › All Services and select New Service.
2. In Create Service, enter the Name, Price and Currency.
3. Select Continue. Agiled saves the service and opens its setup page.
4. On Details, add a Description, choose a Category and Tags, and set the Status. You can also add a Service code and Unit, such as hours.
5. On Media, upload a Cover Image and any Gallery images.
6. Select Save.

You're done when the service is listed in Services › All Services and you can pick it when you add a line to an invoice.

Use it on invoices and estimatesCopy Anchor Link

When you add a line item, search for the service and pick it. Its name, description and price are copied onto the line, and you can still change them on that document. See create an invoice.

Good to knowCopy Anchor Link

• For a one-off charge, type a line straight onto the invoice instead of saving a service.
• Use the description for what is included, the deliverables and what happens after purchase. Clients see it on the checkout page.
• An Attributes tab appears when your workspace has custom fields for services.
• Services are for what you sell and bill. Agiled does not track stock levels.

RelatedCopy Anchor Link

• Service pricing
• Sell a service online
• Categories and tags