Assign invoice items

Invoice items are defined items used on manually created invoices and quotes. Whilst an invoice item requires assignment to a sales report category, a sales report category does not require assignment to an invoice item.

Note: An invoice item must be created before it can be assigned to a sales report category. For more information, see Invoice items.

This task explains how to add invoice items.

  1. Click Assign invoice items.
    The All Item Descriptions page is displayed.
  2. Click View to the right of the required Item Description.
    The Invoice line item page is displayed.
  3. Select the new sales report category description from the Sales report category drop-down.
  4. Click Save.
    The All Item Descriptions page is displayed.