You need inventory-tracking? Envoice can help you create thorough records for each product you sell or purchase. Envoice doesn't keep track of how much you have on hand or warn you when your stock is running low, but we help to extract items related data from your supplier invoices. Therefore Envoice helps you to keep items related financial records up to date.
Before you get started adding item and including them in transactions, you need to make sure that your integrated accounting software supports items (products & services).
Note! If your integrated accounting software supports Items synchronisation, you may not need to add or modify items in Envoice as they will be synced from your accounting software. Nevertheless you might want to adjust items related settings for automating the accounting process.
Add an item
- Login to your Envoice account
- Go to Settings > Items
- Click Add New
- Select Item Type, and insert the Item Code and Item Name
- If you want to use the item in purchase transactions, select the I purchase this item checkbox, and complete each of the fields you want to set a default value for. Repeat this process with the I sell this item checkbox if you want to use the item in sales transactions.
- Click Save.
Edit an item
- Login to your Envoice account
- Go to Settings > Items
- Click Edit on the item you are wish to edit
- Make necessary corrections on Item values
- Click Save