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How to Make an Item Sellable Only From the Request

How to make a service sellable from a request only (not when doing a stand-alone invoice)

Jeanette Diaz avatar
Written by Jeanette Diaz
Updated over a month ago

Here a new setting that allows you to control whether a service should only appear on an invoice when it comes from a request.

In other words, if this setting is enabled, the service will not be available when creating a stand-alone invoice.

To enable this setting:

  1. Navigate to FBO Settings > Product and Service.

  2. Find the specific product or service you want to update.

  3. Enable the checkbox labeled "Only Sellable when invoiced from request."

That’s it😃! Once enabled, the service will only be available through the request workflow

"Don’t forget to save the changes" 😃

The item can be sold when going from the request to the invoice, but cannot be sold (searched) on a stand- alone invoice

Need Help?
Still have questions? Contact the X-1 Support Team anytime — we’re happy to assist you 😃 ! (Click on images to enlarge)

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