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To create a new Invoice Item please follow the steps below:

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  1. Click the [Invoices] > [Invoice Items] module to enter the Invoice Items module
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  2. Click the [Create Invoice Item] button located at the top of the module
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  3. Enter the information for the Invoice Item as follows:

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    Item CodeThis is the unique Code of the Invoice Item. Recommended length is not more than 10 characters
    Item Description

    This is the description of the Invoice Item. This description will show up on customer Involves

    Info
    titleWARNING

    Item Description can not contain single quote(s)


    Unit CostThis is the cost of each unit of the Inventory Item that will be sold
    QuantityMinimum quantity to be sold
    Tax ExemptWhether or not the Invoice Item is Tax Exempt
    Track InventoryWhether or not you would like the CDR2Cloud to monitor the Inventory of this item and send you an email when the minimum on hand quantity is reached
    Current StockThe total amount of stock that is on hand at the time when this Invoice Item is available for sale.




Info
iconfalse
titleINVOICE TOPICS

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