Adding invoice items and taxes
The Invoice feature significantly simplifies the cooperation with your clients as you can create and send invoices directly from your portal. Read these instructions to learn how to easily create new invoice items and taxes.
Quick Start
When you begin using the Invoice feature, you will need to create a list of items to be used for an invoice. To add a new item:
- Enter your portal using your login details.
- Go to the CRM module.
- Click the Settings option at the left-side panel, then choose the Invoice settings section and click the Products & Services item.
- Click the Create first item link if there are no items yet or click the Create item button.
- Complete the Stock keeping unit (SKU) field on the Create new item page, enter the Item name and add a Description. Then set the item Price and, if applicable, choose the Taxes from the lists.
To track the number of items in stock, select the Track inventory checkbox and enter 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.
- Press the Save button.
The new item will be added to the list.
You will likely need to assign taxes to item prices regularly. It is therefore important to understand how to create them. To create a new tax:
- Enter your portal using your login details.
- Go to the CRM module.
- Click the Settings option at the left-side panel, then choose the Invoice settings section and click the Taxes item.
- Click the Create first tax link if there are no taxes yet or click the Create tax button.
- In the Create new tax window, fill in the tax name, rate, and description.
- Press the Save button.
The new tax will be added to the list.
Additional Information
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 
icon next to the needed item, and choose the Delete option.
Please note that that an item can only be deleted if it has not yet been used in an invoice. If it has, only editing is permitted.
Is it possible to delete the tax if I've already used it in an invoice?
No. If the tax has already been used in an invoice, it can only be edited.