The Invoice Items section allows you to create and configure items that can be added to invoices when billing clients.
Steps:
- Log in to the system.
- From the main dashboard, go to the System Setup module.
- Under the Other Settings section, click on Invoice Items.
- On the Invoice Items page, click the Add New Item button.
- A form will appear. Enter the required details in the relevant fields, including:
- Type Name – Enter the name of the invoice item.
- Comments – Add any relevant comments or additional information.
- Item Category – Select the appropriate category for the item.
- Sales Tax Code – Select the applicable sales tax code.
- Income Account – Select the relevant income account to which the item should be linked.
- Review the information entered to ensure that all the details are accurate.
- Once you have completed the form, click Submit to save the invoice item.
The invoice item will then be created and available for selection when preparing invoices.