How to Add and Bill an Item in swool.io | Scribe

    How to Add and Bill an Item in swool.io

    • 19 steps |
    • 52 seconds
    1
    Click "Items"
    2
    Click "Add New Item"
    3
    Add Item name
    4
    Add item price
    5
    Click this button.
    6
    To bill someone click "Accounts"
    7
    Click "All Customers"
    8
    Search for the client and click "Actions" next to their name
    9
    Click "Quick Bill Item"
    10
    Click this dropdown and select the item you want to bill.
    11
    You can change the quantity or price if you want
    12
    Click "Add Item"
    13
    Click "Note" to add a note on the invoice line
    14
    Untick the approve invoice box if you want to add it to an existing invoice or look at it before approving first
    15
    Click "Save"
    16
    Click "Billing"
    17
    Click "Approve Invoices"
    18
    Click here to expand the invoice lines and see what is included
    19
    Click approve and send