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.
You can create items in two ways with Invoicer:
In the invoice or estimate editor
In the Items area
How to create items in the editor
To create items in the editor, follow the steps below:
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:
Go to the Items area
Click Add item
Enter the item name
Enter the item description
Enter the item SKU (optional)
Select the item category and subcategories (optional). [Go to Categories below to learn how to create categories.]
Enter the item Price or Rate.
Select whether or not the item is taxable.
Click Add tax to add taxes to the item. [Go to the taxes area to create taxes]
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.
You can add taxes in the editor and the List Taxes area under the Items menu.
Once a category is created, you can add the category to an item.
To add a category, follow the steps below:
Go to List Categories
Click Add Category
Add a category name.
To add a subcategory, follow the steps below:
Navigate to the category you want to add a subcategory to.
Click Add Subcategory
Add a subcategory name.