Symbient Opta User Documentation
Home FAQ Assets

How to Add Items to Invoices

Prerequisites: Invoices
Alternatives: None See Also: Create Invoice PDFs
Create Payments from Invoices
Create Invoices from Customer Orders
Setup Repeating Invoices
Search Invoices

An Invoice may be for multiple items (goods or services) and each item needs to be entered separately on the Invoice. Items are entered using the Items tab and allow you the ability to capture each item, quantity, price and any sale price. All the total of all the items is captured and shown on both the Items tab as well as on the Details tab.

  1. After successfully saving the Invoice, click on the Items tab.
  2. Click the Add Item button.
  3. Select the Product or Service from the drop list that you want to add to the Customer Order. If the Product or Service isn't found in the drop list, you will need to have it added to the Products/Services available to sell.

    * Items are pre populated when Invoice is Created from Customer Order.

  4. Once you have selected the Product or Service, you can enter
    1. Qty - defaults to 1
    2. Original Price - pulled from Product/Service record
    3. Sale Price - pulled from the Product/Service record
    4. Optional Notes - you can enter any notes per line item
  5. You can repeat steps 2 thru 4 until all Products and/or Services have been entered for this invoice.
  6. Click the Save button
Copyright © 2023 Lucus Labs, LLC - All Rights Reserved