Creating items for Receivables manually

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

  1. Click the gear icon
  2. Under Accounting, click Items
  3. Click New
  4. Enter item details
  5. 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

  • Exception: Accounts on the Basic price plan, that does not include sync, will be able to add, edit or delete items within