A new column will be added to all invoices and quotes sent under your account called “Item”.
Function | Sub-Functions | Description |
---|---|---|
Group line items based on categories | ||
Group line items based on departments | ||
Group line items based on setup/renewal fees | ||
Group line items based based on different custom groups | Available in the invoice editor, the create charge page and also under service settings for automatic line items. | |
Set up a different item codes | For example for each different service, as well as different item codes for a setup or a renewal. If you already have any charges or services for which you do not set up an Item code, they will automatically show an “Other” code on all future invoices until you have configured something different. |