Invoice Item List

By |2021-07-28T16:19:37-05:00July 26th, 2019|Comments Off on Invoice Item List

Introduction

The Invoice Item List is used to manage your invoice items.  Invoice items are simply the various line items which can appear on an invoice (or a sale, a credit, or an estimate).  Use the Invoice Items List to sort, filter, research, and export invoice item information and more.

Form Access

  • From the main menu, click Customers | Invoice Item List, or

  • From the toolbar, click the drop-down arrow just right of the Add New Item button and choose View Item List.

  • To open the Item List from the toolbar, click the Add New Item drop-down arrow (circled in red), then click View Item List. The Invoice Item List will appear.

Usage

Perhaps the easiest way of using the commands available in this list is through it’s right click menu.  The right click menu is identical to the title menu.

  • To create a new invoice item, right-click anywhere in the list and choose New Item from the pop-up menu.
  • To create a new sales tax item, right-click anywhere in the list and choose New Sales Tax Item from the pop-up menu.
  • To create a new sales tax group, right-click anywhere in the list and choose New Sales Tax Item Group from the pop-up menu.
  • To delete an invoice item, right-click on it and choose Delete Item from the pop-up menu.
  • To inactivate an invoice item, right-click on it and choose Make Item Inactive from the pop-up menu.
  • To activate (or re-activate) an invoice item, right-click on it and choose Make Item Active from the pop-up menu.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences > Show Columns from the pop-up menu.
  • To modify which column the “Filter As You Type” feature is set, right-click anywhere in the list and choose Form Preferences > Filter As You Type from the pop-up menu.

Tips

  • You can delete or inactivate multiple Items. To highlight multiple Items, press and hold your CTRL key and click each Item. You may also select a range of Item by highlighting the first Item in that range, press and hold your left Shift Key, and click the last Item in that range.

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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