Add an Item to Items List

The items saved to your item lists can be used when sending invoices to your clients. All items have descriptions and associated rates. With each item, you can decide whether to assign a unit type to it, product code or apply taxes.

  • Item description — The item description for your item should describe your product or service that you are providing. Item descriptions can be as customized to include all character types. *Note that item descriptions can’t exceed 1,000 characters.
  • Rate — Each item has an associated rate. The value you set for your rates will include dollars and cents (e.g. £99.99). Note that your rates cannot exceed 13 digits (e.g. $10,000,000,000.00); extra digits will be cut off and not be included on invoices. If you have quantity and rate disabled in Settings you will see ‘Amount’ instead of ‘Rate.’
  • Unit type — If you are looking to add labor based items, the unit type option allows you to specify whether you want your item set for days or hours. See the Display Parts and Labor Separately article to see how to add the labor option to your items and item list.
  • Product code — Product codes help you organize your item list. Product codes will be added to the front of each item (e.g. A10 - Paper). Once added, not only can you search for your product codes in your item list, but also when adding items to your invoice. These become especially helpful as your item list grows. See the Enable Product Code for Items article to see how to add product codes to your items and item list.
  • Apply taxes — With each item, you have the option to add items to an invoice with or without taxes.

 

iPhone and iPad

  1. From the side navigation menu, tap on Items to open your item list
  2. Tap on the Add item button
  3. Add item Description
  4. Enter Rate
  5. Select Unit type (days, hours), if applicable
  6. Enter Product code, if applicable
  7. Enable Apply taxes option, if applicable
  8. Tap on Save

Android

  1. From the side navigation menu, tap on Items to open your  item list
  2. Tap on the Add item button
  3. Add item Description
  4. Enter Rate
  5. Select Unit type (days, hours), if applicable
  6. Enable Apply taxes option, if applicable
  7. Tap on Save

Web

  1. From the side navigation menu, tap on Items to open your item list
  2. Click on the Add item button
  3. Enter item Description
  4. Enter Rate
  5. Select Unit type (days, hours), if applicable
  6. Enable Apply taxes option, if applicable
  7. Tap on Save

 

The number of items you can save to your item list is set based on the quota set for your plan. If you hit your quota limit for your item list, click here to upgrade your plan.


Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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