View products

In the Products & Services screen, you can view detailed information about the products you offer.


From the company setup menu, choose Products & Services.

Note: To sort the list by products and services, click the Type column heading.


Tap More > Products & Services.

Note: To filter the list by active and inactive products and services, tap > Show Inactive Products & Services > Apply.


Tap More > Products & Services.

Note: To filter the list by active and inactive products and services, tap > Show Inactive Products & Services > Apply.

The availability of some or all of these features depends on your OnBalance bundle.


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