Symbient Opta User Documentation
Home FAQ Assets

How to Add Items to Payments

Prerequisites: Payments
Alternatives: None See Also: Create Invoices
Create Deposits from Payments
Create Payment PDFs
Search Payments

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 Payment, 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 Payment. 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 (Add Products/Services - need to add this section).
  4. * Items are pre populated when Payment is Created from Invoice (See Also: Add Item to Invoice)
  5. Once you have selected the Product or Service, you can enter
    1. Qty - defaults to 1
    2. Original Price - pulled from Product/Service record (Task# 581 has been entered to make this Read Only on the Customer Order)
    3. Sale Price - pulled from the Product/Service record
    4. Optional Notes - you can enter any notes per line item
  6. You can repeat steps 2 thru 4 until all Products and/or Services have been entered for this invoice.
  7. Click on Save
Copyright © 2024 Lucus Labs, LLC - All Rights Reserved