In this article, we will explain you more about how you can add a product as an item to an invoice.
Information
The steps mentioned below for Adding Item are similar to Estimate, Purchase Order and Credit Note.
iOS
- Tap on to open the side menu.
- Tap on Invoice.
- To open/edit tap on the Invoice.
- Tap on Edit.
- For adding an item to an invoice tap on Select a Product to add as item.
- A popup will open containing a list of saved Products.
- Search or directly select the product from the list which u want to add to invoice as an item.
- Enter Price, Suffix, Quantity, Discount and Tax.
- Tap Save. A product will get added as an item to the invoice.
Android
- Tap on to open the side menu.
- Tap on Invoice.
- To open/edit tap on the Invoice.
- Tap on Edit
- For adding an item to an invoice tap on Select a Product to add as item.
- A popup will open containing a list of saved Products.
- Tap on to search.
- Search or directly select the product from the list which u want to add to invoice as an item.
- Enter Price, Suffix, Quantity, Discount and Tax.
- Tap Save. A product will get added as an item to the invoice.
Web and Mac
- Click on Folders from side menu.
- Click on All Folders / Invoice.
- Click on button of the Invoice.
- Click on Edit to Edit/Open the Invoice.
- For adding an item to an invoice click on Search to Add as Items.
- A dropdown will open containing a list of saved items.
- Search or directly select the item from the list which u want to add to invoice.
- Enter Price, Suffix, Quantity, Discount and Tax.
- Click on Save. An item will get added to the invoice.