From the Products & Services list, it’s easy to add a product or service to an invoice. 

Mobile
Web

From the Products & Services list, swipe left on the product or service item for “add to ” button to appear.

  • Add to: this brings up a list of options:  Add to new invoice or Add to existing.
  • Add to new: opens up a new invoice with the item already attached (for details around invoices see Invoices section in this guide).
  • Add to existing: will take you to your list of invoices, select required invoice and the product or service will be added, don’t forget to save your invoice (see Invoices section for more info).

Click on the 3 horizontal dots on the item row, “Add to existing”, “Add to new invoice”, buttons will then appear:

  • Add to new invoice: opens up a new invoice with the item already attached (for details around invoices see Invoices section in this guide).
  • Add to existing: will take you to your list of invoices, select required invoice and the product or service will be added, don’t forget to save your invoice (see Invoice section for more info).

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