Building the Line Items
This is where you define what you are charging for.
The invoice starts with one row for your default Service Item.
Customize: Adjust the Quantity and Price.
Scope of Work: Use the description field to add specific notes about the service performed.
Taxable: Check or uncheck this box to apply sales tax to specific line item. By default, the tax settings applied at time of item creation apply.
Use the Add Item dropdown to insert one-to-many additional:
Service Items
Inventory Items
Warranty Plans
Service Plans
Add Ons
Totals & Fees Below the items, you can verify the Subtotal and apply:
Discount: Add a fixed amount ($) or percentage (%) off.
Taxable:
Service Fee / Tip: Optional fields if enabled in your company settings.
Sending the Invoice
Once your line items are correct and the customer details are set:
Ensure the Notify checkbox in the Customer section is selected for the correct contact.
Click Send to finalize the invoice and email it immediately to the client.
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