Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Info
titleINFO

(warning) System default Invoice Items can not be Edited. E.g.: PLAN, CDR

To Edit an Invoice Item, please follow the steps below:

  1. Click the [Invoices] > [Invoice Items] module to enter the Invoice Items module
    CDR2Cloud - Invoice Items MenuImage Modified
  2. Locate the Invoice Item you would like to Edit and click the Image Modified button
    CDR2Cloud - Select Invoice ItemImage Modified
  3. Make the changes to the Invoice Item data as follows:

    CDR2Cloud - Edit Invoice ItemImage Modified
    Item CodeThis is the unique Code of the Invoice Item. Recommended length is not more than 10 characters
    Item DescriptionThis is the description of the Invoice Item. This description will show up on customer Involves
    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.


  4. Click the [Save] button to save the changes to the Invoice Item


Info
iconfalse
titleINVOICE TOPICS

Page Tree
expandCollapseAlltrue
rootInvoices
spacesCDR2CLOUD