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📢 Kafinea is a compatible solution for electronic invoicing! Learn more ➔
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Kafinea

  • Features
        • Finance
          • Accounting
          • Audits & KPIs
          • Invoicing
          • Purchases
        • Management
          • Documents
          • Inventory Management
          • Maintenance
          • Project Management
        • HR
          • Absence Management
          • Employees
          • Recruitment
          • Timesheets
        • Customer Service
          • Interventions
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          • Tickets
          • Warranty Tracking
        • Sales
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          • Sales Automation
          • Subscriptions
        • Cross-Features
          • API
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          • Electronic Signature
          • Workflows
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📢 Kafinea is electronic invoicing compatible! ➔
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Kafinea

Marketing

1
  • Leads

Sales

14
  • Customer purchase orders
  • Customer accounts
  • Customer Quotes
  • Customer credit notes
  • Company Search (Sirene)
  • Margins in quotes
  • Invoicing
    • Classic Invoicing
    • Progress Invoicing
    • Issue an electronic invoice
    • Recurring invoicing
    • Invoicing Article Consumption
  • Payments
    • Customer payments
    • Linking a payment to one or more invoices
  • Price list
    • Price list administrator guide

Purchases

5
  • Supplier invoices
  • Supplier Purchase Orders
  • Suppliers
  • Supplier Credits
  • Receiving an Electronic Invoice

Catalog

8
  • Units of measure
  • Products
  • Services
  • Sourcing Management
  • The Purchase Order Assistant
  • Generic products
  • Product kits
  • Catalog margin analysis

Finance

11
  • Bank Accounts
  • Manual entries
  • SEPA Mandates
  • Third-party bank accounts
  • Bank Transactions
  • Accounting
    • Accounting entries
    • Tools for Checking Your Accounting
    • Accounting
    • Financial statements
  • Fiscal years
    • Cash accounting
    • Fiscal years

Human Resources

5
  • Timesheets
  • Activities
  • Pay Slips
  • Employee Extranet
    • Leave Management
    • The employee portal card

Project management

2
  • Secure assignments using a people list
  • The responder area: view and accept my assignments

Customer Support

1
  • The Client Portal

Inventory management

4
  • Goods receipt notes
  • Delivery Notes
  • Stock movements
  • Inventory Valuation

Cash register

1
  • Cash Registers

Document management

3
  • Electronic signature
  • Templates
    • Email templates
    • Document templates

Automation

2
  • Forms
  • Workflows

Artificial intelligence

5
  • AI-assisted invoice OCR
  • Connect an External AI (MCP)
  • AI Chat
  • The AI Text Assistant
  • AI Workflows

Kafinea interface

8
  • Data Import/Export
  • Navigation
  • Lists
  • Records
  • The Layout Manager
  • Automatic saving
  • Document Lines
  • Links Between Elements

Settings

10
  • SMTP Settings
  • Access Rights
  • Numbering formats
  • Global search
  • User preferences
  • Permanent locking
  • Catalog popup filtering
  • Tax Configuration
  • The MCP Server
  • AI agents

Business Guides

2
  • Enable employees to complete their HR record independently
  • Mobilizing thousands of field workers at scale

API

7
  • REST API – Introduction
  • REST API – Entity Relationships
  • REST API – File Management
  • REST API – Requests and Querying
  • REST API – Drop-down lists (Picklist)
  • REST API – CRUD Operations
  • REST API – Authentication
  • Kafinea
  • Documentation
  • Catalog
  • Services
View Categories

Services

1 minutes

📍 Where to find this module?
Main menu > Catalog


Introduction #

The Services module in the catalog allows you to manage the intangible services you sell or buy: consulting, maintenance, training, subscriptions, etc. Unlike products, services are not stockable and do not impact inventory management. The module is accessible via Catalog > Services.


1. Create a service #

Click on Add a service from the module list.

Main information:

  • Service name: the designation of the service (required)
  • Reference: an internal code to identify the service
  • Category: the family to which the service belongs
  • Sales price: the unit rate
  • Unit of use: the invoicing unit (hour, day, flat rate, month…)
  • Active: indicates if the service is available for sale

Note: To properly configure taxes on your services (VAT categories, tax regions, other taxes), consult the article Tax configuration.


2. Use in documents #

Services can be added to the detail lines of commercial documents:

  • Quotes and Purchase orders: to quote a service
  • Invoices: to invoice a completed service
  • Credit notes: to cancel or correct service invoicing

Good to know: When adding a service to a document, the sales price is automatically pre-filled. You can modify it for each line if necessary.


3. Difference between product and service #

Aspect Product Service
Nature Material good Intangible service
Stock Managed (quantities, locations) Not managed
Delivery Delivery note / receipt Not applicable
Invoicing Per unit Per unit, per hour, flat rate…

4. Frequently asked questions #

Can I mix products and services in the same quote?
Yes, the detail lines of a document can contain both products and services.

Do services appear in stock reports?
No, services do not impact stocks and do not appear in valuation or stock movement reports.


Related references 🔗 #

  • Products
  • Item families
  • Units of measure
  • Tax configuration
Index
  • Introduction
  • 1. Create a service
  • 2. Use in documents
  • 3. Difference between product and service
  • 4. Frequently asked questions
  • Related references 🔗

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Electronic invoicing compatible solution
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FINANCE

Accounting
Audits & KPIs
Invoicing
Purchases

MANAGEMENT

Documents
Inventory Management
Maintenance
Project Management

HR

Absence Management
Employees
Recruitment
Timesheets

CUSTOMER SERVICE

Interventions
Service Contracts
Tickets
Warranty Tracking

SALES

CRM
Points of Sale
Sales Automation
Subscriptions

© 2026 Madiasoft - Kafinea

24 rue Louis Blanc, 75010 PARIS, France

+33 1 70 06 05 41

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Fonctionnel Always active
Le stockage ou l’accès technique est strictement nécessaire dans la finalité d’intérêt légitime de permettre l’utilisation d’un service spécifique explicitement demandé par l’abonné ou l’internaute, ou dans le seul but d’effectuer la transmission d’une communication sur un réseau de communications électroniques.
Préférences
Le stockage ou l’accès technique est nécessaire dans la finalité d’intérêt légitime de stocker des préférences qui ne sont pas demandées par l’abonné ou la personne utilisant le service.
Statistiques
Le stockage ou l’accès technique qui est utilisé exclusivement à des fins statistiques. Le stockage ou l’accès technique qui est utilisé exclusivement dans des finalités statistiques anonymes. En l’absence d’une assignation à comparaître, d’une conformité volontaire de la part de votre fournisseur d’accès à internet ou d’enregistrements supplémentaires provenant d’une tierce partie, les informations stockées ou extraites à cette seule fin ne peuvent généralement pas être utilisées pour vous identifier.
Marketing
Le stockage ou l’accès technique est nécessaire pour créer des profils d’internautes afin d’envoyer des publicités, ou pour suivre l’internaute sur un site web ou sur plusieurs sites web ayant des finalités marketing similaires.
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  • Features
    • Finance
      • Accounting
      • Audits & KPIs
      • Invoicing
      • Purchases
    • Management
      • Documents
      • Interventions
      • Inventory Management
      • Project Management
    • HR
      • Absence Management
      • Employees
      • Recruitment
      • Timesheets
    • Customer Service
      • Maintenance
      • Service Contracts
      • Tickets
      • Warranty Tracking
    • Sales
      • CRM
      • Points of Sale
      • Sales Automation
      • Subscriptions
    • Cross-Features
      • API
      • Electronic Signature
      • Extranet
      • Workflows
  • Pricing
  • Login
  • Discover the demo