Items

Set up Items to include on your Invoices and Quotes. An Item may represent a Product, Service or Expense etc. Item details can be changed when they are added to an Invoice as needed.

1. Navigation: For tips on how to add/edit/delete Items and more, please see the “General Navigation” section.
2. Item Fields:
   1. Item Code: If used, this will be displayed along with the Item Description on PDF documents.
   2. Item Description (required): This will be displayed on PDF documents.
   3. Rate: Item Price.
   4. Unit: Unit of Measure, e.g. “EACH”.
   5. Non-taxable: If the item is non-taxable by default, turn on this switch.
   6. Taxes: If the item has a special tax rate(s) that is different than the Invoice tax rates, turn on this switch. Enter a Tax Code (e.g. VAT) and a Tax Rate % (e.g. 10).
   7. Notes: Enter any additional Item info here. These Notes are not displayed on any PDF documents.
   8. Product Group: If you wish to group your Item into a Product Group, select one from the list. Product Groups are not displayed on the PDF documents, they are useful for categorizing a large number of Items to make them easier to sort and search on.
   9. Active: If the Item is Active, it will display in the Item list when adding Invoice Lines.

Menu

1. Home
2. Companies
3. Customers
4. Product Groups
5. Items
6. Jobs
7. Timesheets
8. Invoices
9. Quotes
10. Payments
11. PDF Reports
12. General Navigation
13. Preferences
14. iCloud