Items can be used when you’re billing for products or services sold to your Client.
You’re able to pre-define accounting details to your Items so that they’re automatically added whenever the Item is used for invoicing.
1. Create a new Item
To create a new Item, use these steps:
- Go to Settings > Items
- Click Add New, New item box with fields will open.
- Item Type* - select if the item you create is a product or service
- Item Code* - you can add a unique number to your product, will not be presented on the invoice
- Item Name* - choose a name for your item
- Unit - define the unit that relates to the product or service
- Unit price - the most important part of your item
- Sales Description - an actual description of your product or service. Visible for your customer.
- Sales Account - select an account and tracking categories, how the items should be posted on your accounting software
2. Edit an Item
To make changes to an Item, use these steps:
- Go to Settings > Items
- Find the Item you’d like to edit and click on the Edit Item (pencil) icon. An Item box with fields will appear.
- Make any changes as needed and click on the Save button to finish.