Invoice item properties
- Item code
- Unique alpha-numeric invoice item code. Limit of 8 characters.
- Item description
- Specifies the invoice item text.
- Sales report category
- Specifies the sales report category the invoice item is allocated to.
- Select category from drop-down.
- Create new...
- Rate
- Specifies the ex-tax value of the item charge.
- Unit size
- Specifies the size of an invoice item unit.
For example, an invoice item may be made up of 12 units. An invoice for a quantity of 3 will be for 36 units in total.
- Quantity Format
- Specifies a string format to define how an amount is displayed. For more information, see Quantity format.
- Display Rate
- Specifies the text value to display on the invoice, which may include tax.
- Display Order
- Specifies the display order of the charge on an invoice. For example, 0 will list the item at the top of the invoice. 9 will display it lower.
- Charge GST on this item
- When selected specifies that tax is be added to the charge.
- For billing plans, summarise multiple charges into a single invoice line item?
- When selected only a total is displayed if the invoice item would appear more than once.
- Do not add this item if the value is zero
- When selected specifies that the invoice item is not visible in Smile when the item has a $0 value.
- Do not print this item if it is zero-value
- When selected specifies that the invoice item is not included on an invoice or statement when the item has a $0 value. The item is still visible in Smile.
- Valid from
- Specifies the date from which the charge is available to be added to invoices.
If only a start date is specified Smile will view the charge as active and raise the charge from this date onwards.
- Valid to
- Specifies the date up to which the charge is active.
If only an end date is specified Smile will raise the charge up to this period only.
Note: An item with a Valid to date specified in the past will be inactive or deprecated. - Discount category
- Specifies a discount or commission category. For more information, see Charge types and units.
- Approval Limit
- Specifies a dollar value that if exceeded will require approval before being invoiced.