Adding and managing products
Complex projects often demand specific product subscriptions to assist with various aspects. These may encompass project management tools, cloud infrastructure, visualization, and UI/UX tools tailored for the project's needs. Some subscriptions may be recurring and beneficial for multiple projects.
Include these product subscription costs in Keka PSA and integrate them into the Invoices you create.
To add products, navigate to the Project section on the left-hand side menu, then click on the Finance tab. From there, go to the Settings tab and select the Products option. To introduce a new product, simply click on the +Add Product button.
After opening the Add Product window, input the Product Name. If you wish to include a description, click on +Add Description. Then, specify the price in the Price field and select the currency from the drop-down menu. To finalize, click on Add to introduce the new product.
To view the product you just added, simply navigate to the Products page. For any changes or deletions to a specific product, hover over the respective row and click on either the Edit icon or the Delete icon found in the Actions Column.
For further information on creating and editing invoices, simply click here.: Creating and editing invoices on Keka PSA
To handle product subscriptions effectively, follow these steps to add and manage them. If you require additional information, feel free to reach out to our team of product experts for assistance.