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Add Items to an Invoice

Add items to your invoice to record the work that you have completed for your clients. Items will appear on your invoices as line items. 

When you are creating an invoice, you can either create a new item or you can add an existing item that has already been added to your item list. 

iOS and Android 

  1. Open the invoice you want to add an item to
  2. On the creation screen tap Add items
  3. On the Item name line, start typing in the item name. This will allow you to search your existing items, or enter a new item
    • To search all existing items, tap Choose multiple, and you can search from your existing items, expenses, and time entries
  4. Enter the Rate, Quantity, Unit, and Tax (if applicable)
  5. Tap Add

Web

  1. Open the invoice you want to add an item to
  2. On the Create tab, click on Add items
  3. On the Item name line, start typing in the item name. This will allow you to search your existing items, or enter a new item
    • To add multiple items, click on Choose multiple, and you can bulk select items to add to your invoice
  4. Enter the Rate, Quantity, Unit, and Tax (if applicable)
  5. Click on Add

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