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Adding invoice items and taxes

Admin

The Invoice option significantly simplifies the cooperation with your clients as long as you have an opportunity to create and send the invoices right from your portal. Read this tip and you'll find out how to create new invoice items and taxes without a hitch!

Bare Bones Instructions

No doubt, when you start using the Invoice option in portal you'll certainly need to create a list of items which you are going to use while making out an invoice. To add a new item:

  1. Enter your portal using your login details.
  2. Go to the CRM module.
  3. Click the Settings option at the left-side panel, then choose the Invoice settings section and click the Products & Services item.
  4. Click the Create first item link if there are no items yet or press the Create item button.
  5. In the 'Create new item' page fill out the SKU field, item title, it's quantity and description. Then set the item price and choose the taxes from the lists if it's necessary. If you want to track the number of items in stock, check the Track inventory box and introduce the number of items in the Stock quantity field.
    Prices for all items are set in the default currency. If you want to change the default currency, it can be done in the Settings >> Currency settings section. For more details please refer to this article.
  6. Press the Save button.

Done! The new item will be added to the list.

Probably, you'll need to add taxes to the item price very often. For that reason it's important for you to know how to create them. To create a new tax:

  1. Enter your portal using your login details.
  2. Go to the CRM module.
  3. Click the Settings option at the left-side panel, then choose the Invoice settings section and click the Taxes item.
  4. Click the Create first tax link if there are no taxes yet or press the Create tax button.
  5. In the Create new tax window fill out the tax name it's rate and description.
  6. Press the Save button.

That's it! The new tax will be added to the list.

Helpful Hints

How to delete the added item?

To delete the item, open the list of items (you may find it in the 'Products & Services' section), click the Actions icon icon next to the needed item and choose the 'Delete' option.

Please, bear in mind, that you can delete an item only if you haven't use it in an invoice yet. Otherwise, you may only edit it.

Is it possible to delete the tax if I've already used it in an invoice?

No, you can't do that. In case if you have already used it in an invoice you may only edit it.

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