Add/Remove Line Items

Modified on Mon, Aug 11 at 7:15 PM

Add Items


Items can be edited by any user with permissions. To add line items, please follow the below steps:


  1. From the invoice page, click on Add Item

  1. You will need to enter all required information

    1. Item name

    2. Sku/item number

    3. Unit

    4. Quantity

    5. Price per quantity

  2. Once done, it will automatically save


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To remove line items click on the 3 dots on the far right of the item and click on Delete Item.



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