Creating Invoice Line Items

Overview

Invoice line items are ancillary entries in the invoice that specify a particular product or service, additional equipment or materials along with their corresponding quantities, unit prices, and total cost. Each line item includes the name of the item, description on invoice, quantity, price, unit of measure and item ID. The user can create a list of line items that can be added to quotes and invoices.

Specifics

1. Navigate to the orange R button at the top left corner of the program.
2. Click on Accounting Objects and select Invoice Line Items. 
   
   
   
   
3. In the next window, click on Add New to create a new line item. 
4. Complete the information in the new window.
5. You can select whether to automatically apply this line item to all invoices. In addition, there are more options you can choose to apply for the particular line item by ticking on the specific checkbox.
   
   
   
   
6. To add Unit Of Measure, click on the "drill" icon and then on the "plus" sign in the particular field. 
7. In the next window complete the necessary information, click on Save and close the window.