From within your invoice, you can easily add an item which you have already created.

Mobile
Web

Tap on “Attach existing item” to pull up a list which is automatically filtered by Client items, All items and Products & Services

Search: Enter your word into the search bar to find what you are looking for.

Add multiple existing items: Tick the checkboxes against the items and press “attach”.

Apply filter: Click on the filter icon to apply filters relevant to your selected tab.

Attach item: Once item/s selected click on “attach button”

In the line items, select item type (ie product) this pulls a drop down list of your products, if you wish to see all then click “Browse all items”.

A pop up screen appears which is split into 3 tabbed sections: Client items, All items, Products & Services, here you can easily see the item’s name, creation date, client, price rate and total.

Search: Enter your word into the search bar to find what you are looking for.

Apply filter: Click on the filter icon to apply filters relevant to your selected tab.

Add multiple existing items: Tick the checkboxes against the items and press “attach”.

Attach item: Once item/s selected click on “attach button”

Edit an existing item:

Mobile
Web

Once you have attached your item and it appears in your line items, simply tap on the item to open and edit.

Adding a new item or editing one you’ve already added to your invoice both follow the same principles:

  • Add new item with basic information: Select item type and enter information directly into the table of fields.
  • Edit existing basic information: Make the changes directly in the table of fields.

To add new or edit complete information for your item:

To add or edit all the fields relating to your item click on the 3 dots in the item row, select edit and a pop up box will appear (don’t forget to select the type of item first).

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