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Available in🇮🇳 India
Items are products or services that you can add to Invoices and charge to customers. You can create an item on your Dashboard from InvoiceItems. Once created, it appears on the list of items in the Dashboard.

Create an Item

To create an item via Dashboard:
  1. Log in to the Dashboard.
  2. Navigate to InvoicesItems.
  3. Click New Item.
  4. Enter the following:
    1. Name
    2. Rate
    3. Description
Create an item in dashboard fill details Once an item is created, it will appear on the list of created item and also in the drop-down menu at the time of invoice creation. List of created items

Edit an Item

To update the details of an item:
  1. Navigate to InvoicesItems.
  2. In the item list, click on the desired Item Id.
  3. In the Edit Item page, enter the following:
    1. Name
    2. Rate
    3. Description
  4. Click Save.

Delete an Item

To delete an item:
  1. Navigate to InvoicesItems.
  2. Hover over the desired item and click delete.
Delete items option
Watch Out!You cannot delete an item with which invoices have already been created.