Using Inventory in Invoices
Manage products and services
Auto - fill Line Items: 1. Create a new invoice 2. In the "Item Description" field, click "Select from Inventory"(or use the dropdown) 3. Select a product from your inventory 4. Price, tax, and unit are automatically filled
Manual Entry: - You can still enter items manually by selecting "Other" or just typing if not using inventory mode.
Pro Tips
- Inventory items speed up invoice creation significantly
- You can override auto-filled prices for specific invoices