Premium and Free Feature
You have the option to create and save items that can be used every time you create a plan or invoice!
Invoice Items are a great way to save time. Once you create an Item, you can reuse it over and over again when you create Invoices & Plans which means less time spent re-entering common items.
We’ve also structured things to make it easier to find items and run reports on them: the Category “Tuition” for example can cover all of the related tuition items like “Full Time - 2 year olds.”
Create New Items
Start by navigating to Billing>>Items>>Create New Item
Once you have selected 'Create New Item' you will then have the option to create a new Category for your item or select from the existing Category list to add your item to.
Once you have selected or created a new Category, you will then create an Item in that category and add the specific amount due for that Item.
Once that is complete, you will select "Create Item" and your item can now be used during Invoice and Plan creation!
Why am I getting a note that says "Error, this item already exists!" when I try and create a new item?
If you are attempting to create a new item that has the same name as another item (even if they are in different categories) you will not be able to create the item with that existing name. A new item name will need to be chosen.
Looking for How to Edit or Delete an Invoice Item? See this article!