Manage Items for Invoicing

Define products and services so invoice lines can be filled quickly and consistently.

Purpose

Use this workflow when you want invoice lines to populate more quickly and consistently from reusable item records.

Prerequisites

  • You can open the Items page.
  • You know whether the item is a service, product, or other type.

Steps

  1. Open Items.
  2. Select New to create an item, or use the row actions to view or edit an existing one.
  3. Enter the core item details:
  • Item type
  • SKU
  • Description
  • Unit price
  • Unit of measure
  1. If your accounting setup uses them, set:
  • Income account
  • Expense/COGS account
  • Tax code
  1. Save the item.
  2. Use the item later from the invoice line SKU or Description selectors when building an invoice.

Expected Result

The item becomes available for invoice entry, and invoice lines can reuse its SKU, description, and pricing details.

Common Mistakes

  • Skipping item setup and retyping every invoice line manually.
  • Assuming item setup alone controls the current invoice journal entry behavior. Review the GL article for the present posting logic.
  • Leaving descriptions too vague, which makes invoice lines and reports harder to interpret.

Info

  • App sections: items
  • Last validated: 2026-05-02
  • Screenshot status: not-started