Step I: Create a Master List of Invoice Items

The first step in setting up customer invoicing and billing accounts is to create a master list of invoice items that can be referred to when putting together an invoice.

Note: This list is also used in the creation of Vendor Price Lists.

To do this, complete the following steps:

1. Go to Financial > Settings > Invoice Items.
2. On the Invoice Items screen that appears, click the Add Item button in the top right corner of the Items table.
3. On the Add New Item screen that pops up, enter a name and description of the new item.
4. Select the category to which the new item belongs.
5. (Optional) Select a tax code, expense account, and income account for the new item.
6. Click the Add button in the bottom right corner of the screen.
7. Repeat steps 2 through 6 for each additional item you want to add to the Invoice Items list.