To speed up invoicing, enter details about each item that is sold, ahead of time.
When creating an invoice, the items drop-down shows available products/services. On selection, details are automatically entered in the invoice.
Create new items
- Click Settings
- Under Accounting, click Items
- Click New
- Enter item details
- Click Save
Repeat for additional items.
Things to know
If syncing with QuickBooks for Windows, items will need to be added in QuickBooks and synced to Bill.com.
- Exception: Accounts on the Basic price plan, that does not include sync, will be able to add, edit or delete items within Bill.com