Set up invoice items

  1. Choose
    Setup
    , then
    Invoice Items
    .
  2. Select
    Add
    to set up a new invoice item.
  3. Enter a unique ID and a description for the invoice item.
  4. Select the item type. When you move to the next field, the available fields may change, based on the item type you select. You can set up several different types of invoice items to include on customer invoices:
    • Discount.
      Use this type to define discounts for the client's customers. You can specify a fixed discount amount, or you can set up the application to calculate the discount as a percentage of the price for the selected item.
    • Format.
      Use this type to define formatting items such as headers or blank rows to use in the detail sections of the invoices.
    • Group.
      Use this type to group multiple Item type items into a single item. For example, you could group pencils, highlighters, paper, and folders into an
      Office supplies
      group.
    • Item.
      Use this type for products or items that your clients sell to their customers. These are generally items that can be priced on a per-unit basis. For example, coffee mugs or cars or computers.
    • Other charge.
      Use this type to define other types of items for which you charge your customers. You can specify a fixed charge amount, or you can set up the application to calculate the charge as a percentage of the price for the selected item.
    • Sales tax.
      Use this type to define the sales taxes to include on the invoices. After you define the sales tax rates in the
      Sales Taxes
      screen, you can select any of those sales taxes when creating sales tax invoice items. You can group these sales tax invoice items into sales tax groups.
      To include a sales tax item on an invoice, select the appropriate sales tax item from the dropdown in the
      Sales tax item
      field in the Items tab in the Transaction Detail section of the Detail tab on the
      Enter Invoices
      screen.
    • Sales tax group.
      Use this type to group multiple sales tax items into a single item. The application sums the taxes for all sales tax items in the group and displays it as a single sales tax amount on the invoice.
      To include a sales tax group on an invoice, select the appropriate sales tax group from the drop-down list in the
      Sales tax item
      field in the Items tab in the Transaction Detail section of the Detail tab on the
      Enter Invoices
      screen.
    • Service.
      Use this type to define services that your clients provide to their customers and for which they generate revenue. Service items are generally priced by services provided, not physical goods. For example, teeth cleaning, auto repair, carpet installation.
    • Shipping.
      Use this type for shipping fees to include on invoices. You can set up shipping items as a set amount, or you can set up the application to calculate the shipping as a percentage of the price.
  5. Enter information in the remaining fields.
  6. Select
    Enter
    to save the invoice item record. The invoice items from this screen are available for selection in the
    Enter Invoices
    screen.

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