Go to the "Line Items" section in the "Adjustments" tab when creating or amending a contract
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Click the + to add a new line item
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To edit an existing line item, delete it by clicking the - and create a new one.
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Add a description (optional)
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Select the account(s) to apply the line item to
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Select the Timing
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Input the Amount
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Recurring - Quarterly
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Select "Quarter" for the Timing
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Recurring - Monthly
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Select "Month" for the Timing
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Recurring - Annually
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Select "Annual" for the Timing
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The line item amount will be divided by 365 and multiplied by the number of days in the billing period.
One Time
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Select "One Time" for the Timing
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One Time - Negative
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Input a negative "Amount"
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Tip! Use negative line items for things like debiting a client for overcharging. If the client's fee doesn't cover the line item amount, the remaining will carryover to the next invoice.
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