Invoice Items

Use this section to create and manage the goods and services you use in your ReceivablesPro invoices. You can create items in advance from this screen, or your can add them as needed when creating new invoices on the send new invoice screen. When you do add items on the send new invoice screen (see Adding Items Individually in Chapter 5) or via an item import (see Importing Item Batches in Chapter 5), they will be accessible from the List Item Management configuration screen.

Click the “invoice items” link on the Settings--> Configuration screen to access the List Item Management screen, shown below. This is the same screen you see when you click the “manage list items” link on the send new invoice screen.

The List Item Management screen displays your items 10 at a time. Use the page number links at the bottom of the table to page through your results. The table contains the item Name, the Description, and the unit Price. Click the linked column headers to sort by that column. (Click once to sort low-to-high, click again to sort high-to-low.) The default sort is to list the oldest item first.

Items can be edited and deleted via links in the Action button menu.

To edit an item

Locate the item you want to edit in the table, click the Action button and then click the “Edit” link.
The Edit Goods & Services screen opens with the current values for the item.
Make changes to the Item name, Description and/or Price as required.
Click the “save” button to save the change (or click the “cancel” button to discard it).
You are returned to the List Item Management screen, and the changes you made are reflected in the table.

To delete an item

Locate the item you want to delete the table, click the Action button and then click the “Delete” link.
A pop-up window appears asking you to confirm the delete. Click “yes” to delete, or click “no” to leave the item as is.
You are returned to the List Item Management screen, and the item no longer appears in the table.

Editing or deleting a List Item will not affect any previously created one-time invoices or invoice schedules. One-time invoices will always reflect the item names, descriptions, and prices used when they were created. Recurring invoices generated as part of invoice schedules will always be generated using the item names, descriptions, and prices used when they were created.

If you have raised prices or changed the descriptions of items, and you want those reflected on upcoming scheduled invoices, you need to edit the original schedule.

Other actions accessible from the List Item Management Screen

Add, Import, and Export items functions are accessed from the text links at the top of the List Item Management screen. These functions are described in detail in the following sections of Chapter 5: Invoices.

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