The Finance Module in Bounce is a feature designed to facilitate the management of products and services, enabling nurseries to automate invoicing and ensure accurate billing.
TABLE OF CONTENTS
- How to Navigate to the Finance Module
- How to Add New Products/Services
- How to View and Edit Product/Service Details
- How to Edit a Product/Service
- How to Change the Status of a Products/Services
- How to Delete Products/Services
How to Navigate to the Finance Module
This topic guides administrators through the steps to access the Finance Module, where the management of products and services is conducted. Steps:
- 1. Accessing Finance Option:
From the left menu bar, click on the "Finance" option. 
- 2. Opening Products & Services:
Under "Finance," click on the "Products & Services" sub-option to view the list of all products and services. 
How to Add New Products/Services
add new products or services to automate the invoicing process and provide accurate billing to parents.
1. Initiating Add New:
Click on the "Add New" option to open the dedicated screen for inputting details.
2. Filling Out Details:
Complete the input fields and click 'Save' to add the new product/service.
3. Add Your Product/Service
After filling out the product or service form, click "Add" to create the product or service.
How to View and Edit Product/Service Details
This section guides you on how to view and edit the details of individual products/services.
- 1. Navigate To The Actions Column:
Click on the three dots from the actions column. 
- 2. View Details:
- From the Actions drop down, click on "View".
- 3. View Details:
- After clicking on "View", you can now view the details of the product or service.
How to Edit a Product/Service
- This section guides you on how to edit the details of individual products/services.
Option 1:
From the product/service details page. Follow the below steps:
1. Switch to edit mode
Click on "Edit" at the bottom of the modal.
2. Edit Details
Make changes to the product/service details.
3. Update Changes
Click on the "Update" button to apply the changes.
Option 2:
From the product/service table. Follow the below steps:
1. Navigate to the Product/Servie
Find the product or service you want to edit.
2. View Actions
From the actions column click on the three dots to view the actions and click on "Edit".
3. Edit Details
Make changes to the product/service details.
4. Update Changes
Click on the "Update" button to apply the changes.
How to Change the Status of a Products/Services
Changing the status of a product or service is a straightforward process that allows administrators to manage the availability of items for invoicing.
1. Navigate to the Product/Servie
Find the product or service you want to update its status.
2. View Actions
From the actions column click on the three dots to view the actions and click on "Edit".
3. Change Status
From the status drop down you can select the status you want this product or service to have.
4. Update Changes
Click on the "Update" button to apply the changes.
How to Delete Products/Services
This section shows the process of deleting products or services.
- 1. Navigate to the Product/Servie
Find the product or service you want to update its status.
2. View Actions
From the actions column click on the three dots to view the actions and click on "Delete".
- 3. Confirming Deletion:
Confirm the deletion in the popup 
.