Invoice Item List
Customers & Billing
Introduction
The Invoice Item List is used to manage your invoice items. Invoice items are simply the various line items which can appear on an invoice (or a sale, a credit, or an estimate). Use the Invoice Items List to sort, filter, research, and export invoice item information and more.
Form Access
- From the main menu, click Customers | Invoice Item List, or
- From the toolbar, click the drop-down arrow just right of the Add New Item button and choose View Item List.
- To open the Item List from the toolbar, click the Add New Item drop-down arrow (circled in red), then click View Item List. The Invoice Item List will appear.
Usage
P
erhaps the easiest way of using the commands available in this list is through it’s right click menu. The right click menu is identical to the title menu.
- To create a new invoice item, right-click anywhere in the list and choose New Item from the pop-up menu.
- To create a new sales tax item, right-click anywhere in the list and choose New Sales Tax Item from the pop-up menu.
- To create a new sales tax group, right-click anywhere in the list and choose New Sales Tax Item Group from the pop-up menu.
- To delete an invoice item, right-click on it and choose Delete Item from the pop-up menu.
- To inactivate an invoice item, right-click on it and choose Make Item Inactive from the pop-up menu.
- To activate (or re-activate) an invoice item, right-click on it and choose Make Item Active from the pop-up menu.
- To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
- To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences > Show Columns from the pop-up menu.
- To modify which column the “Filter As You Type” feature is set, right-click anywhere in the list and choose Form Preferences > Filter As You Type from the pop-up menu.
Tips
- You can delete or inactivate multiple Items. To highlight multiple Items, press and hold your CTRL key and click each Item. You may also select a range of Item by highlighting the first Item in that range, press and hold your left Shift Key, and click the last Item in that range.