Table of Contents

×

Add a new Item/Service

  1. On any Invoice. Memorized Invoice or Credit memo Item List.

  2. Click Add New Row attachment

  3. Under the Column Item/Service, If the Item you need it not there. Simply Type the name of the Item you would like to Create. attachment

  4. For this Example I am going to Call this Item "FoxTrot Prepayment" You will see a popup below the item that says to hit enter to add the item

    attachment

  5. Hit Enter and a Modal will appear, Typically most users for services click always one each. and then select the Account you wish to link to the Item/Service

    attachment