Items Dashboard

Items are products or services that you can add to Invoices and charge to customers. You can create an item on your Dashboard from Invoice → Items. Once created, it appears on the list of items in the Dashboard.

Create an Item

To create an item via Dashboard:

1. Log in to the Dashboard.
2. Navigate to Invoices → Items.
3. Click New Item.
4. Enter the following:
   1. Name
   2. Rate
   3. Description

Once an item is created, it will appear on the list of created item and also in the drop-down menu at the time of invoice creation.

Edit an Item

To update the details of an item:

1. Navigate to Invoices → Items.

2. In the item list, click on the desired Item Id.

3. In the Edit Item page, enter the following:

   1. Name
   2. Rate
   3. Description

4. Click Save.

Delete an Item

To delete an item:

1. Navigate to Invoices → Items.
2. Hover over the desired item and click delete.

Watch Out!

You cannot delete an item with which invoices have already been created.