Invoice Items

Purpose:

Review, add, edit, or delete line items of an invoice.

 

Explanation: 

An item is a product or service that Cheqbook user sells. This item can be used in an invoice to a customer. An invoice (sales invoice) is a document requesting payment for products and services. In this case, a sales invoice is applied to Customers of the Cheqbook user. An individual invoice can contain one or more line items.

 

Actions:

Add New Item: Click "New Item" to add a new line item. See documentation for New Item.

Modify Line Item: Click "Edit" to modify a line item. On the "Edit Item" page enter the following information:

  • Name: Enter the name of the item.
  • Income Account: Select an income account from the dropdown menu.
  • Description (optional): Enter a description.
  • Price (optional): Enter the price.
  • Save Changes: Click "Update Item".
  • Cancel Changes: Click "Cancel".

Delete a Line Item: Click "Delete" to delete a line item. You will be asked to "Confirm" or "Cancel" the deletion.

 

Additional Resources:

Wikipedia Invoice

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