Articles on: Invoicing

Adding and Editing Line Items

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

On the main navigation bar click _Invoices_ > _Line Items_.



To add a new line item to be included in an invoice, click on the red _Add Line Item_ button in the upper right hand corner. NOTE: You can also import line items from a .CSV or excel file by clicking on the down arrow next to the _Add Line Item_ button, then _Import from CSV_.



Fill out the information related to the line item and click the _Create New Line Item_ button.



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



Edit the line item and save your changes, by clicking the _Update Line Item_ button.

Updated on: 10/30/2019

Was this article helpful?

Share your feedback

Cancel

Thank you!