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. If you create a new item, y

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
    1. *If you pick an item from your item list, it will be automatically added
  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 product list or tap Add item
  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 the menu icon on the top left hand side of the screen
  2. Click Invoices or Estimates
  3. Select the invoice or estimate you would like to add an item to
  4. Click Add items
  5. Enter the Item Description or Item Code *Note: If you have corresponding items already created in your product list, as you begin to type you will see options to auto-populate
  6. Enter the Rate, Quantity and Unit type details (if applicable)
  7. Click Save item

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

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