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What Are Items?

Items are used when you’re billing for goods or products sold to your Client. These Items can be tangible (like parts) or intangible (like a hosting package). You’re also able to add Taxes to your Items so that they’re automatically added whenever the Item is added to an Invoice, and you can track your inventory by seeing how much is left in stock.
 
If you’re looking to manage your Services (for tracking time) instead, you can read more here.
 

New Item

To create a new Item, use these steps:
  1. Click on the gear icon in the top left corner
  2. Click on Items & Services
  3. Click on the Create New... button
  4. Select Item

    New item screen with fields to fill out.
  5. Enter a Name for your Item
  6. Include a Description if you’d like (otherwise, leave blank if it’s different every time)
  7. Add a Rate (if the price differs every time, you can leave this blank)
  8. Click on Add Taxes to include up to two taxes every time it’s invoiced
  9. Check off the box next to Track Inventory if you'd like to keep track of your stock
    1. Once checked off, specify the number in the in stock field - this can be updated again anytime

      Checkbox next to track inventory with field to specify quantity of stock.
  10. Click on the Save button.
Your newly created Item will now be visible in your Invoices and Estimates for billing.
New Items can also be created while creating or editing an Invoice, Estimate or Proposal.

Edit Item

To make changes to an Item, use these steps:
  1. Click on the gear icon in the top left corner
  2. Click on Items & Services
  3. Click on the Items sub-tab
  4. Then click on the Item you’d like to edit, and a pop-up will appear
  5. Make any changes as needed and click on the Save button to finish.
To delete an Item, from within the Items & Services section, use these steps.
To make changes to the original Item, use the steps above to edit it directly in the Items & Services Management section. Making changes while on an Invoice will not apply over the original Item’s details.

FAQs

I tried to create a new Item but an error says the name is taken?
Item names must be unique. If the name is taken, the Item name already exists elsewhere in your Archived Items & Services section, or in the deleted section. You can use the steps here to access the section and either edit the name to free up the original one, or restore the Item if it’s been deleted.

Can my inventory sync with my connected Integrations in my FreshBooks account?
When you integrate with 2Ship, Shopify or Squarespace, your inventory's count from these systems will automatically update the matching Item's stock inside your FreshBooks account too.

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