How to add an existing line item to an invoice

  • 6 August 2021
  • 4 replies
  • 14 views

Badge

How do you add an existing line item to an invoice.  I feel like this is obvious and I am missing something.  I can see how to add a discount, but when I try and add a line item I have saved, I can not see anywhere to do this.  Thanks.

Matt Specht 5 months ago

Hi @TracyChristenson,


When you hit that part of the invoice, in the “Name” field, start typing and it will auto-populate with some options of your line items. Here is a screenshot for example…

 

Let me know if that resolves your issue :)

View original

4 replies

Userlevel 5
Badge +4

Hi @TracyChristenson,

 

If you open the invoice you want to add a line item to, in the upper right click Action > Edit Invoice, from there you should see Add Discount and Add Item on the right side of your invoice (near your existing line item). Let me know if you have any issues or if you have any other questions.

 

Hope that helps!

Badge

Matt,

I have gotten to that point.  However, when I click on 

‘add item”   the box comes up, but I can not find anywhere to add the line item I have already created.  

 

Userlevel 5
Badge +4

Hi @TracyChristenson,


When you hit that part of the invoice, in the “Name” field, start typing and it will auto-populate with some options of your line items. Here is a screenshot for example…

 

Let me know if that resolves your issue :)

Badge

Matthew,  Yes that worked.Thank you!!!

Reply


community footer