Create a Line Item | Scribe

    Create a Line Item

    • Smart Kx |
    • 11 steps |
    • 44 seconds
      1
      Go to the "Line Items" section in the "Adjustments" tab when creating or amending a contract
      2
      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.
      3
      Add a description (optional)
      4
      Select the account(s) to apply the line item to
      5
      Select the Timing
      6
      Input the Amount

      Recurring - Quarterly

      7
      Select "Quarter" for the Timing

      Recurring - Monthly

      8
      Select "Month" for the Timing

      Recurring - Annually

      9
      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

      10
      Select "One Time" for the Timing

      One Time - Negative

      11
      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.