From within your quote, you can easily add an item which you have already created:

Mobile
Web
  1. Tap on “Attach existing item” to pull up a list of “All client items” and Products & Services.
  2. Tap on the checkbox against the items you would like to add
  3. Tap on “Attach Selected” your item is then attached to your quote.

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 5 tabbed sections (All, expense, product & service, mileage and time), here you can easily see the item type (ie expense), the name, date the item was created, where applicable the Tax/VAT amount, rate and total.

  • View list by item: Click on the relevant tab (ie time)
  • 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”.
  • Attach item: Once item/s selected click on “attach button”

Edit an existing item:

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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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