Line items and invoice settings control what you charge, how tax is applied, and how the invoice appears to clients.
Add line items
- On the invoice form, use Search Items to add predefined products or services from your catalog.
- Or enter a custom description, quantity, and rate on a blank row.
- Apply tax per line when your account uses line-level tax.
- Adjust quantity or rate — totals update automatically.
Invoice categories
Assign an invoice category to group invoices for reporting (for example service, product, or project type). Categories help filter lists and reports.
Currency and sale agent
- Currency — set when billing international clients or multiple currencies.
- Sale agent — attribute the invoice to a team member for commission or performance reporting.
Link invoices to projects
Select a project to tie the invoice to a job. This helps with project profitability and client billing history.
Merge invoices
When billing the same customer, you may be able to merge open invoices into one bill (when the merge option is available for that customer). Use this to simplify collection when multiple small invoices should be combined.
Download and print
From the invoice view, download the PDF or print for mailing. The PDF reflects billing details, line items, payment instructions from allowed modes, and notes.