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Creating items for Receivables (manual)

When creating an invoice, the items drop-down shows available products/services. On selection, details are automatically entered in the invoice.

Create new items from Receivables drop-down

  1. Under the Receivables drop-down, click Items
  2. On items page, click New
  3. Enter the details for this item
  4. Click Save
  5. Repeat for additional items

Create new items without Receivables drop-down

  1. Hover on the gear icon and click Settings
  2. In Accounting section, click Items
  3. On items page, click New
  4. Enter the details for this item:
    • Type drop-down (required)
    • Name (required)
    • Item ID
    • Description
    • Additional details (as needed)
  5. Click Save
  6. Repeat for additional items

Things to know

  • If syncing with QuickBooks for Windows, items will need to be added in QuickBooks and synced to