The 17hats Products & Services allows you to create and save commonly purchased items to be reused on Quotes, Invoices, and Online Scheduling.
Within Account Settings > Products & Services you can manage your products and services. Easily view, edit, duplicate, create new, and delete.
Add Your Product or Service Template to a Quote, Invoice or Online Scheduling Service
By creating a template for your Products and Services, you can easily add items to Quotes, Invoices and Online Scheduling Services.
Just start typing the name of the stored product or service within the line item.
Once the items is added to your document or service, any changes made to the template will not affect the item on the template. If you delete a product or service, it will not be deleted from the templates it has been placed on.
Save as You Go
When creating Quotes and Invoices, you can easily save your Products and Services.
Once saved, it will appear within your Products & Services page for any future needs. | 
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Product and Services Details
When adding a Product or Service, you can add in a wide range of details.
Internal Name: The name which it will be alphabetized inside your 17hats Account.
Display Name: The name that will be seen by the client. If a Display name is not entered, the Internal Name will be seen.
Description: Description of the item your are selling. This will be seen by the client.
Price: Amount of money exchanged for this item
Taxable: If they item is eligible for sales tav
Income Category: The Category you would like the item tied back to. You can create Income categories in Account Settings > Bookkeeping Options.
Options: Allow Clients to Choose a Quantity: When using this item on a Quote, contact can select how many they would like to purchase. You can set the min and max amounts.
Options: Make this item selected by default: When using this item on a Quote, this item will be preselected for them to purchase.
Start Workflow: You can opt to start a workflow when this item is paid in full or first invoice payment is made.
Photo: Add a photo to the item to be seen next to the item on the Quote and Invoice.
Tip
You can also create line-item discounts, or reward items by saving a negative valued line item, as shown below.
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Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST.