Add Items to an Invoice

Add items to your invoice to record the work that you have completed for your customers. 

When you are creating an invoice, you can either create a new item and add it to it or you can add an existing item that has already been added to your item list. You can create and save as many items as you would like, regardless of your plan type. 

On all your devices, you have access to an Items List that stores information about your frequently invoiced items. This information can easily be applied to invoices and modified as needed. 

Need to invoice a new item? We’ve got you covered there, too. Whether you’re on a mobile device or your computer, it’s quick and easy to enter details about a new product - directly on your invoice.

iPhone and iPad

  1. Tap on the menu icon on the top left hand side of the screen
  2. Tap Invoices or Estimates
  3. Select the invoice or estimate you would like to add an item to
  4. Tap Edit on the top right hand corner
  5. Tap Add items
  6. Pick an item from your item list* or tap Add item
    • *If you pick an item from your item list, it will be automatically added to the document
    • *Adding a new item will automatically save it to your item list for future use, unless you disable the option Save to item list.
  7. Enter the Item Description or Item Code
  8. Enter the Rate, Quantity and Unit type details (if applicable)
  9. Tap Save

Android

  1. Tap on the menu icon on the top left hand side of the screen
  2. Tap Invoices or Estimates
  3. Select the invoice or estimate you would like to add an item to
  4. Tap Edit on the top right hand corner
  5. Tap Add items
  6. Pick an item from your item list* or tap Add item
    • *If you pick an item from your item list, it will be automatically added to the document
    • *Adding a new item will automatically save it to your item list for future use, unless you disable the option Save to item list.
  7. Enter the Item Description or Item Code
  8. Enter the Rate, Quantity and Unit type details (if applicable)
  9. Tap Save

Web

  1. Click on Invoices or Estimates from the top left hand side of the screen
  2. Select the invoice or estimate you would like to add an item to
  3. Select Edit from the tabs at the top of the screen
  4. Tap Add items
  5. Pick an item from your item list* or enter new item information
    • *If you pick an item from your item list, it will be automatically added to the document
    • *Adding a new item will automatically save it to your item list for future use, unless you disable the option Save to item list.
  6. Enter the Item Description or Item Code
  7. Enter the Rate, Quantity and Unit type details (if applicable)
  8. Click Save

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

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