Open CAPPS

Create a service

Version 2026.11 Reading time: 3 min Permission required: Create and edit

A service describes work that you bill: a call-out, a day of consulting, a flat-rate package. Its record is shorter than a product's: no stock, but a unit of time or quantity.

Before you start

  • Creating a service requires the Create and edit permission.
  • Like products, services belong to your branch.

Steps

  1. Open Products & Services and click Service (tooltip New Service). The Services Reference page opens on the Service Configuration tab.

  2. In General Information, enter the Service Label (for example “Preventive Maintenance”) and the Internal Code. Both are required. If needed, add an Invoice Description (150 characters at most).

  3. In Financial Parameters, enter the Sale Price Excl. Tax (required) and choose the VAT Rate. The Amount Incl. Tax is calculated automatically and shown with the chosen unit.

  4. Choose the Unit (Time/Qty): Hour (offered by default), Day or Flat Rate.

  5. Leave Service available for sale on so that the service is offered in your documents.

  6. If needed, open Accounting (Show Accounting) and fill in the Sales Account and the Purchase Account.

  7. Click Save. The “Service saved successfully” message confirms the creation; the page switches to Edit Service.

CAPPS refuses to save in these cases:

  • empty required field: “Please fill in the required fields:” followed by the fields to complete;
  • negative price: “The price cannot be negative”;
  • new VAT rate not in your company's list: choose a rate from the list or have it added in Settings > Legal;
  • code or label already used by another product or service of the branch (regardless of case): the message names the record concerned.

The VAT Rate follows the same rules as for a product: the list contains the company's active rates, and a record that keeps an old rate not in the list can still be saved, but a document that uses this rate cannot be validated. See Create a product.

Edit or withdraw a service

On the Products & Services page, choose the Services type to show only your services, then click Open record (view / edit). The record header shows whether the service is Available or Unavailable.

A service you no longer sell is deactivated rather than deleted: see Find, deactivate or reactivate a product or a service.