Adding and Editing Line Items

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Line items are considered your billable items you are charging to your clients. 

  1. On the main navigation bar click Invoices > Line Items. Or you can access this from the side dashboard as well. 

2. To add a new line item to be included in an invoice, click on the blue Add Line Item button in the upper right hand corner. NOTE: You can also import/export line items from a .CSV or excel file by clicking on the down arrow next to the Add Line Item button, then Import/Export.

3. Fill out the information related to the line item and click the Create New Line Item button. 

4. To edit an already existing line item, click on the edit icon under the Actions column.

5. Edit the line item and save your changes, by clicking the Update Line Item button.

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