Retrieving Lists of Items

You can retrieve a List of Items when entering any new invoice or invoice schedule. To do this, follow the steps below.

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If you begin manually entering Line Items in the Goods and Services section, and then select a saved List of Items, the items in the list will overwrite any manual entries. It will not add the saved List Items to what you have already entered.

However, once you load a List of items into the invoice, you can add additional Line Items as required.

  1. Go to the send new invoice tab in the Invoices center.

  2. Select a Customer, enter Invoice # and schedule details if appropriate.

  3. Click the “saved lists of items” link to open the drop-down list.

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  4. Click on the saved list you want to use.

  5. The Goods and Services section of the invoice will refresh and all of the Line Items in the saved list will be populated.
    NOTE: If the drop-down list does not close by itself, click anywhere on the screen to close it.

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  6. You can now make any changes to these Line Items and/or add additional Line Items to the invoice. Any changes you make for this individual invoice will not be saved to the List of Items.
    NOTE: If you want to retain the changes, you can overwrite the existing List of Items (see Editing Lists of Items) or save it as a new List of Items (see Saving Lists of Items).