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. 

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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. 

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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. Open (or create) the invoice you want to add an item to
  2. You can either tap on Add item or the blue bubble with a + sign at the bottom of the screen
  3. Start typing in the item name or description. This will allow you to search your existing items, which will appear under your text.
    • To pick an existing item, tap on the item you wish to add, and it will automatically be added to your document
    • To create a new item, tap the green bubble with a + sign
    • To add an Expense, Time Entry, or Appointment, tap on Search
  4. If creating a new item, enter the item description. You may also see product code if you have the option enabled in your settings
    • To enable product codes, go to Settings > Customize Invoice Options > Table > toggle ON product code
  5. Enter the Rate, Quantity, Unit, and Tax (if applicable)
  6. Tap Save

Android

  1. Open (or create) the invoice you want to add an item to
  2. You can either tap on Add item or the blue bubble with a + sign at the bottom of the screen
  3. Start typing in the item name or description. This will allow you to search your existing items, which will appear under your text.
    • To pick an existing item, tap on the item you wish to add, and it will automatically be added to your document
    • To create a new item, tap the green bubble with a + sign
    • To add an Expense, Time Entry, or Appointment, tap on Search
  4. If creating a new item, enter the item description. You may also see product code if you have the option enabled in your settings
    • To enable product codes, go to Settings > Customize Invoice Options > Table > toggle ON product code
  5. Enter the Rate, Quantity, Unit, and Tax (if applicable)
  6. Tap Save

Web

  1. Open (or create) the invoice you want to add an item to
  2. On the Create tab, click on Add items
    • To create a new item, start typing in the item name or description and click on + New item at the bottom of the drop down menu
    • To add existing item(s), start typing in the item name or description, and select the item(s) you wish to add
  3. *Adding a new item will automatically save it to your item list for future use, unless you disable the option Save to item list.
  4. Enter the Product Code, if applicable 
    • To enable product codes, go to Settings > Customize Invoice Options > Table > toggle ON product code
  5. Enter the Rate, Quantity, Unit, and Tax (if applicable)
  6. Click Save

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

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