Create an Item to be Available for Admin Invoicing
11 steps
2 minutes
Create a Product and Service Item
1
From the Dashboard, select "Marketing & Services"
2
Click "Add Opportunity" to create a new item
3
Select a task Category from the dropdown
Tip! It’s recommended to use the Sales – Other category to easily identify all items available for invoicing
4
Choose the correct General Ledger Account for this item
Alert! This determines where the related expenses are recorded on the accounting module
5
Enter the Item Name that will appear on invoices
6
Enter a short Description (type a space if needed)
7
Check "Restricted for Admin Invoicing"
8
Select "Save"
Verify Item Availability in Invoices
9
Select "Open Invoices" from the Invoices tab on the Dashboard
10
Click "New Invoice" to open a new invoice form
11
Open the Invoice Item dropdown list to confirm your new item appears
Create an Item to be Available for Admin Invoicing
11 steps
2 minutes
Create a Product and Service Item
1
From the Dashboard, select "Marketing & Services"
2
Click "Add Opportunity" to create a new item
3
Select a task Category from the dropdown
Tip! It’s recommended to use the Sales – Other category to easily identify all items available for invoicing
4
Choose the correct General Ledger Account for this item
Alert! This determines where the related expenses are recorded on the accounting module
5
Enter the Item Name that will appear on invoices
6
Enter a short Description (type a space if needed)
7
Check "Restricted for Admin Invoicing"
8
Select "Save"
Verify Item Availability in Invoices
9
Select "Open Invoices" from the Invoices tab on the Dashboard
10
Click "New Invoice" to open a new invoice form
11
Open the Invoice Item dropdown list to confirm your new item appears
