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How to Manage Items
How to Manage Items

Learn how to add, edit, and manage items.

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Written by Invoicer
Updated over a week ago

With Items, you can manage your items in one convenient location, the Items area.

If you use Invoicer to invoice for products, you can use the Items area to manage all of your products.

You can add optional categories, subcategories, SKUs, and taxes to your items. You can also add the item price or rate.

Items

You can create items in two ways with Invoicer:

  1. In the invoice or estimate editor

  2. In the Items area

How to create items in the editor

To create items in the editor, follow the steps below:

  1. Under the Item heading, where the Item name placeholder is, add the item name

2. Enter the name and select Create new item.

3. Enter a description.

4. Enter a rate.

5. Adjust the quantity if needed.

6. If you need to edit the item, you can edit it in the line item

How to create items in the Items area

To create items in the items area, follow the steps below:

  1. Go to the Items area

  2. Click Add item

  3. Enter the item name

  4. Enter the item description

  5. Enter the item SKU (optional)

  6. Select the item category and subcategories (optional). [Go to Categories below to learn how to create categories.]

  7. Enter the item Price or Rate.

  8. Select whether or not the item is taxable.

  9. Click Add tax to add taxes to the item. [Go to the taxes area to create taxes]

Important Note

With the new update, changes made to an item description in the items area will not update the item description on existing invoices and estimates. We did this to avoid changing existing documents. For example, if you change an item's price, you wouldn't want it to update an invoice you already sent to a customer.

Taxes

You can add taxes in the editor and the List Taxes area under the Items menu.

Categories

You can add, edit, and manage categories and subcategories in the List Categories area located under the Items menu: Items > List Categories.

Once a category is created, you can add the category to an item.

To add a category, follow the steps below:

  1. Go to List Categories

  2. Click Add Category

  3. Add a category name.

To add a subcategory, follow the steps below:

  1. Navigate to the category you want to add a subcategory to.

  2. Click Add Subcategory

  3. Add a subcategory name.

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