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How to add products and services in BarnManager Pro

Adding products, services, and other items to add to invoices

Abby avatar
Written by Abby
Updated over 3 years ago

There are two ways to add products, services, and other items to your BarnManager Pro account to use on your invoices.

Option 1: Setting Up Products and Services:

  1. Access the BarnManager Pro Dashboard by selecting the Invoicing Tab from your Navigation Menu.

  2. Select "Products & Services" from the left-hand menu.

  3. Under each of the tabs: Products, Services, Monthly Recurring Charges, Expenses, and Other, click "Add new item." Whichever tab is open, that is the category where your item will be created.

  4. Add an Item name, optional sub-category, price, and an optional item description that will be displayed on invoices.

  5. Select "Save Changes."

Option 2: Add from Draft Invoice:

As you are creating or editing an invoice, you can add billing items to be saved to the Products & Services OR as a one-time billable line item.

  1. Select "Create New Invoice" or open an existing invoice as a draft.

  2. Click "+ Add Item."

  3. Select Products, Services, Monthly Recurring, or Other depending on which category the new item should fall in.

  4. Click " + Create a new item."

  5. Add an Item name, optional sub-category, price, and an optional item description that will be displayed on invoices.

  6. Select "Save Changes."

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