|
When creating an invoice you can add, edit, and delete items.
If you adjust an invoice item's quantity or price, or add taxes or
charges to an item, update the total to recalculate the subtotal, tax,
and total amounts.
| Screen details |
|
To display the Invoice Items screen, click Invoice
in the Navigation Panel and then click Invoice Items on
the Create Header screen.
|
|
|
- Review current invoice items:
- If you change an item quantity or price, click Update Total.
- To add tax and shipping charges to a line item, click Add
Taxes & Shipping and enter details.
- To edit an item's accounting or shipping information, click
Edit.
- To copy an item or delete an item from the invoice, click the
item's check box and click Copy or Delete.
- To add items to the invoice from the same request, click
Add More Items.
- If available, click the Table Options icon, located in
the row above the column headers, to display commands that control
the display of data in the table. For example, you can hide
or show columns of data; group data; or export data to Excel.
- When you are ready to continue, click Summary.
|