Add & manage services

Use the  Services feature to itemize your invoices and use specific services in time tracking. You’ll complete transactions faster and get more detailed financial reports. Plus, your clients will always know exactly what they’re paying for.

Note

A firm owner, admin, or team member with the Manage services access right can create, edit, and delete services.

Add services

Services let you build a reusable catalog of billable items — so you can add them to invoices , proposals , and time entries without entering details from scratch each time. For each service, you can also set custom billing rate per employee to reflect different pricing levels across your team.

There are several ways to create services in TaxDome:

Copy services from the library

We’ve turned all the most common services into templates, which you’ll find in our library. Here, you’ll find ready-to-use services for weekly payroll, tax planning, auditing, personal and corporate tax returns, Schedule C — and more. To copy services from the library:

1. Go to Billing > Services from the left menu bar.

2. Click Copy from library.

3. Find the template you need, then click the Copy button to the far right of the service’s name.

   

Copy services from QuickBooks

If you already synced your account with QuickBooks, import the services that you have there to TaxDome. Here’s how:

1. Go to Billing > Services from the left menu bar, then click Copy from QuickBooks.

2. Select the services you want to copy, then click Save. Sort your list to find certain services faster.

TaxDome and QuickBooks corresponding terms:

Create services from the Services page

1. Go to Billing > Services from the left menu bar.

2. Click New service.

3. In the New service sidebar, specify:

a) Service name: Enter the service name. You’ll see this when selecting it from your list of services and what the client will see on their invoice.

b) Category name: Choose a category for the service or click. Create category from the drop-down menu to add a new one. Categories help filter your Services list when adding them to invoices and time entries.

c) Description (optional): Add the description if necessary. You’ll see this when selecting it from your list of services and the client will see it on their invoice. You can press Enter for a line break if the description is long.

d) Rate and Rate type: Enter the rate for the service, then select the rate type (optional and visible to clients). Depending on the service, charge per item or hour. 

e) Tax: Toggle on if you want to apply a tax rate for the service.

4. Click Create to finish the new service creation.

   

Create services while sending an invoice/proposal

In the Line items section, click on the Service name field and select Create service from the drop-down menu. You can also click the three dots to the right of the line item and Save as new service.

For details on the New service sidebar, go to the section above .

Creating services while adding a time entry

In the Create time entry sidebar, on the Track your time page, click the Service field to open a drop-down menu and click Create service.

Fill out the New service sidebar. For details, go to the section above .

Edit services

If you need to edit an existing service, such as changing a price, follow these steps:

1. Go to Billing > Services from the left menu bar, click three dots to the far right of the service, then select Edit.

   

2. Make changes to service rate, name, category and/or description.

3. If you use the service in invoice templates, recurring invoice templates and/or proposal templates, then decide about the Update existing templates checkbox:

• Select it if you want to apply the changes in these templates as well
• Clear it if you want to apply the changes only to newly created templates with the service. Templates created before will contain the previously saved service details.

4. Click Save.

   

Sort services

By default, services are sorted by name. However, you can also sort them by category, rate or rate type. Click the up-down arrow at the column header to sort the list beneath it.

Archive services

If a service is no longer needed, archive it rather than delete it. You may need to refer back to it when you’re reporting. Archived services are edited the same way as active ones, but they’re no longer visible in your templates and filters — and they cannot be linked to invoices or time entries. To archive a service:

1. Go to Billing > Services, click the three dots to the right of the service you want to archive, click Archive.

2. If the service is used in templates and you still want to use it to be available there, don’t select the Remove this service from templates checkbox. If you select it, the service will be removed from all the templates where it’s used.

3. Click Archive. 

The service has been moved from the Active tab to the Archived tab.

If you’ve archived a service but need it again, open the Archived tab, click on the three dots to the right, select Restore and confirm.

Note

If you removed a service from templates when archiving it, you’ll need to add the restored service to your invoice templates again.

Delete services

Though we recommend archiving services rather than deleting them, you can permanently remove them. Click the three dots to the far right of the service name, select Delete, and then confirm by clicking Delete again. When you delete a service, it is removed from all the templates where it is used.

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