Add Invoice Items

Invoice items can only be added to New invoices & credit memos, and an invoice/credit memo must have at least one invoice item before it can be submitted.

You may use recurring billing items as applicable to complete many fields by default.

Add invoice items

1. If not already in the Edit Invoice window, select Invoices from the Receivables > Accounts Receivable menu, and the Invoices window opens.

2. Check the box for the invoice to which you want to add invoice items, and click Edit, or click on the Invoice/Credit Memo Number link. The Edit Invoice window opens.

3. While in the Edit Invoice window, click Add on the Invoice Items tab. The Add Invoice Item popup opens.

4. Complete the fields as described. Items marked with a red asterisk are required.

• Recurring Billing Item Number: Optional. If you select a recurring billing item, all remaining fields will be filled by default, but may be changed.

• Category: Select from the pull-down list.

• Event/Type: Select from the pull-down list.

• Description: Enter text.

• Quantity: Enter quantity with up to 4 decimal places.

• Unit Cost: Enter cost with up to 4 decimal places. Note: For credit memos, enter a negative number by typing a hyphen before the number.

• Unit Basis: Select from the pull-down list.

• Amount: Read-only calculation of unit cost x unit basis.

• Show Cost and Quantity on Invoice: Check if you want this information to print on the invoice

• Account Code: Select from the pull-down list, or click the ellipsis button to use the Account Code Assistant.

5. When finished, click Save, or Save and Add to add another invoice item.

When you're finished adding invoice items, you can submit the invoice or credit memo from the Edit Invoice window by clicking the Submit button. If you want to submit a group of invoices/credit memos at once, it's faster to do it in the Invoices window.

Return to Add Invoices

Return to Invoices Overview