Create a service item for non-inventory products like subscriptions, consulting, or labor.
In Fynlo, service items represent non-inventory offerings like subscriptions, consulting, or labor. These items don’t require stock tracking and are typically added to invoices, quotes, and sales orders.
This guide walks you through how to create a service item from scratch so it’s ready for billing and accounting purposes.
Follow these steps to add a new service item in Fynlo:
Step 1: From the main menu on the left, go to Items.
Step 2: Then, click the + New Item button to open the creation form.
Step 3: In the General Info tab, fill out the basic details of your service:
Item Image (optional): Upload an image for easier identification.
Item Type: Select Service (used for untracked, non-inventory items).
Item Name: Enter the name of the service.
Unit of Measurement (optional): Define how the service is measured (e.g., hours, days, project).
Tax: Assign a tax type if applicable.
Description (optional): Add notes or references for the service.
Step 4: Switch to the Accounting tab to set up the financial data.
Sell Details Checkbox:
- If unticked, a message appears: “Add product to invoices, quotes, and other sales transactions.”
- If ticked, you can:
Select a Sales Account
Enter a Sales Price
📌 Enabling Sell Details means this item can be added to invoices, quotes, and other sales-related documents.
Step 5: Click the Save button to create the item.
You’ll see a confirmation message and be redirected back to the Items table, where the new entry will appear.