Objective: Create a billing item for “Consulting” and link it to a revenue account.
1. Navigate: Go to Lists > Data > Items and click New (+).
2. Define Item:
◦ Name: “Consulting”
◦ Type: Select “Service” (or Program Service).
◦ Account: Select a Revenue account (e.g., 4000-Program Fees).
◦ Description: “Professional Consulting Services”
◦ Amount: Leave as 0.00 (to allow variable entry) or set a standard hourly rate (e.g., 100.00).
3. Save: Click Add or Save.
4. Verify: See that the item now appears in your active Items list.