Frequently Asked Questions

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.

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 circle icon in the top left corner (it'll either be a photo or your initials)
  2. Click on Items & Services
  3. Click on the New Item or Service button
    New item box with fields ti fill out.
  4. Enter a Name for your Item
  5. Include a Description if you’d like (otherwise, leave blank if it’s different every time)
  6. Add a Rate (if the price differs every time, you can leave this blank)
  7. Click on Add Taxes to include up to two taxes every time it’s invoiced
  8. 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 circle icon in the top left corner (it'll either be a photo or your initials)
  2. Click on Items & Services
  3. Click on the Item you’d like to edit, and a pop-up will appear
  4. Make any changes as needed and click on the Save button to finish.

To delete an Item, use these steps.

Note: 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. 

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