Products and services

To reduce time and save data entry, you can add information about your products and services to OnBalance, and then quickly apply that information when you add sales. Products are supplies or items that you provide to your customers. Services are the types of work that you provide to your customers.

To open the Products & Services screen, choose Products & Services from the company setup menu.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.