{"id":444584,"date":"2023-11-28T04:37:58","date_gmt":"2023-11-28T03:37:58","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/services\/"},"modified":"2023-11-28T04:37:58","modified_gmt":"2023-11-28T03:37:58","password":"","slug":"services","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/en\/help\/catalog\/services\/","title":{"rendered":"Services"},"content":{"rendered":"<blockquote class=\"bq-exemple\">\n<p>\ud83d\udccd <strong>Where to find this module?<\/strong><br \/><em>Main menu &gt; Catalog<\/em><\/p>\n<\/blockquote>\n<hr>\n<h2>Introduction<\/h2>\n<p>The <strong>Services<\/strong> 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 <em><strong>Catalog &gt; Services<\/strong><\/em>.  <\/p>\n<hr>\n<h2>1. Create a service<\/h2>\n<p>Click on <em><strong>Add a service<\/strong><\/em> from the module list.<\/p>\n<p><strong>Main information:<\/strong><\/p>\n<ul>\n<li><strong>Service name<\/strong>: the designation of the service (required)<\/li>\n<li><strong>Reference<\/strong>: an internal code to identify the service<\/li>\n<li><strong>Category<\/strong>: the family to which the service belongs<\/li>\n<li><strong>Sales price<\/strong>: the unit rate<\/li>\n<li><strong>Unit of use<\/strong>: the invoicing unit (hour, day, flat rate, month&#8230;)<\/li>\n<li><strong>Active<\/strong>: indicates if the service is available for sale<\/li>\n<\/ul>\n<blockquote class=\"bq-note\">\n<p><strong>Note:<\/strong> To properly configure taxes on your services (VAT categories, tax regions, other taxes), consult the article <a href=\"..\/..\/250_parametrage\/120_la-configuration-des-taxes.md\">Tax configuration<\/a>.<\/p>\n<\/blockquote>\n<hr>\n<h2>2. Use in documents<\/h2>\n<p>Services can be added to the detail lines of commercial documents:<\/p>\n<ul>\n<li><strong>Quotes<\/strong> and <strong>Purchase orders<\/strong>: to quote a service<\/li>\n<li><strong>Invoices<\/strong>: to invoice a completed service<\/li>\n<li><strong>Credit notes<\/strong>: to cancel or correct service invoicing<\/li>\n<\/ul>\n<blockquote>\n<p><strong>Good to know<\/strong>: When adding a service to a document, the sales price is automatically pre-filled. You can modify it for each line if necessary. <\/p>\n<\/blockquote>\n<hr>\n<h2>3. Difference between product and service<\/h2>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Aspect<\/th>\n<th>Product<\/th>\n<th>Service<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Nature<\/strong><\/td>\n<td>Material good<\/td>\n<td>Intangible service<\/td>\n<\/tr>\n<tr>\n<td><strong>Stock<\/strong><\/td>\n<td>Managed (quantities, locations)<\/td>\n<td>Not managed<\/td>\n<\/tr>\n<tr>\n<td><strong>Delivery<\/strong><\/td>\n<td>Delivery note \/ receipt<\/td>\n<td>Not applicable<\/td>\n<\/tr>\n<tr>\n<td><strong>Invoicing<\/strong><\/td>\n<td>Per unit<\/td>\n<td>Per unit, per hour, flat rate&#8230;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<hr>\n<h2>4. Frequently asked questions<\/h2>\n<p><strong>Can I mix products and services in the same quote?<\/strong><br \/>\nYes, the detail lines of a document can contain both products and services.<\/p>\n<p><strong>Do services appear in stock reports?<\/strong><br \/>\nNo, services do not impact stocks and do not appear in valuation or stock movement reports.<\/p>\n<hr>\n<h2>Related references \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/catalog\/products\/\">Products<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/catalogue\/les-familles-darticles\/\">Item families<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/catalog\/units-of-measure\/\">Units of measure<\/a><\/li>\n<li><a href=\"..\/..\/250_parametrage\/120_la-configuration-des-taxes.md\">Tax configuration<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udccd Where to find this module?Main menu &gt; 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 &gt; Services. 1. Create a&#8230;<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[775],"doc_tag":[],"class_list":["post-444584","docs","type-docs","status-publish","hentry","doc_category-catalog"],"year_month":"2026-08","word_count":287,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kenny Legros","author_nicename":"kenny-legros","author_url":"https:\/\/www.kafinea.com\/en\/author\/kenny-legros\/"},"doc_category_info":[{"term_name":"Catalog","term_url":"https:\/\/www.kafinea.com\/en\/help\/catalog\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Help - Services &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/en\/help\/catalog\/services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help - Services &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"\ud83d\udccd Where to find this module?Main menu &gt; 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. 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