How to Add/Edit Invoice Item?

You can add an item to an invoice by following the steps given below.

1.  Navigate to Invoices.  

The Invoices page is displayed.

2.  Click the reference number of the invoice you wish to edit.

The selected invoice details page is displayed.

3.  Scroll down to the Invoice Items tab and click Create new invoice item.

The Create invoice item dialog is displayed.

4.  Select the type of item from the Item type dropdown list. The default options available are Part, Labour, Service, and Miscellaneous. You can edit or add options by navigating to Settings > List management. For more information, refer to How to Create/Edit List Management?

Note:  The Item dropdown shows the existing items in the repository list matching that "Item type".

5.  Enter the description for the invoice item in the Description field.
The description you enter here is shown on the invoice the customer can view.

6.  Enter the quantity or number of hours for this item in the Qty/Hours field. This will be multiplied by the Price per item to work out the total price for these items.

7.  Enter the cost to you per each item in the Cost per item field.
This is not shown to the customer and is only used to calculate your profit.

8.  Enter the percentage that will be added to the Cost per item to calculate the price for the customer, in the Item Markup % field.
This is not shown to the customer.
This field is optional and you can also directly enter the price into the Price per item field. 

9.  Enter the price that the customer will pay for each item in the Price per item field. This will be multiplied with the Qty/Hours field above to calculate the total price for those items shown to the customer.

10.  If you want this item to be selectable from the repository for future quotes/jobs/invoices, add it to the repository by checking the Add to repository field. For more information, refer to How to Create Items in the Item Repository? 

11.  Click Save changes.

The item is added to the invoice.

Note:  To edit the item, simply click the Edit button in the row of the item you wish to edit and make the changes. To delete an item, click Delete and confirm the deletion.