How to add additional items on invoice

How to add additional items on invoice

The ability to add more items to an invoice is a valuable feature that enhances flexibility and accuracy in billing processes.

This functionality allows businesses to accommodate additional purchases, adjustments, or corrections seamlessly, ensuring that invoices reflect the most up-to-date and comprehensive list of transactions. Each line item allows you to add the following to the invoice:
  1. Item/Description: The name of the product or service being added and any additional details about the item.
  2. Quantity: The number of items being added.
  3. Unit Price: The cost of each item.
  4. Total Price: The total amount for the added item.
The Item/Description is a free text field, this allows you to add any products or services as additional items to your invoice and charge your customers accordingly.

Please refer to this help article on configuring your invoice if you have not done so already.

Accessing the invoice


To begin, you need to access the invoice for the specific customer:
  1. Navigate to the customer's booking via the Calendar, dashboard, sidebar or CRM 
  2. Select 'View Booking' to open the customer's booking details
  3. Click on the 'Invoice' button as shown below to open the invoice



Editing the invoice


Once the invoice is open, follow these steps to add additional items:
  1. Select the blue 'Edit invoice' button to enter the invoice editing mode



  2. Press the blue plus button to add a new invoice item



  3. Enter the relevant details in all the fields provided

  4. Press the blue plus button again to add more items or press 'Save'

Finalising and sending the invoice


Upon saving the invoice edits, you will be returned to the main invoice window. Review the invoice to ensure that all items, including the newly added ones are accurately listed.

If everything looks correct, you have the following options to select as viewed from left to right in the square highlighted below.
  1. Email invoice
  2. Print invoice
  3. Download invoice as a PDF





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