How to set up a GoGenerosity Product in Xero
- In the ”Business” drop down menu, select the option “Products and services”
- Click ”New item” and enter the item’s “Code” (GoGen) and “Name” (GoGenerosity)
- Unselect the ”Purchase” checkbox, as this is a Sale not a purchase item.
- To use the item in sales transactions, select the ”Sell” checkbox, and complete each of the fields you want to set a default value for. For these fields, under the dropdown menu bar “Sales account”, select the “823 – GoGenerosity” account we set up earlier in your Chart of Accounts.
- Under the “Description” box, enter in GoGenerosity Pay-it-forward Donations and add in the www.gogenerosity.com website for your customers to access if they want more information on GoGenerosity.
- Click “Save”.