Adding and Managing Line Items

Line items are the heart of your invoice. Here's how to manage them effectively

Adding Line Items

Basic Line Item

  1. Click Add Item button
  2. Enter:
  • Description: What you're charging for
  • Quantity: Number of units
  • Unit Price: Price per unit
  • VAT Rate: Select applicable VAT rate
  1. Total calculates automatically

Multiple Line Items

  • Click Add Item multiple times
  • Each item calculates independently

Line Item Tips

Clear Descriptions

  • Be specific: Web Development - Homepage Design vs Design
  • Include details: 10 hours @ £50/hour
  • Mention deliverables if applicable

Quantity and Pricing

  • Use appropriate units: hours, items, days, etc.
  • Set realistic quantities
  • Round prices appropriately

VAT Handling

  • Select correct VAT rate (0%, 5%, 20%, Exempt and Not Applicable)
  • Choose VAT type: Inclusive or Exclusive
  • VAT calculates automatically

Editing Line Items

  • Edit: Click the item to modify
  • Delete: Click trash icon

CIS Categories (Construction Industry Scheme)

If CIS is enabled:

  • Labor: Construction work and labor
  • Materials: Materials and supplies
  • Other: Miscellaneous items

Note:

CIS deduction applies only to labor items.

Bulk Operations

  • Duplicate entire invoice
  • Copy line items between invoices
  • Import from templates

Best Practices

  • Group related items together
  • Use consistent naming conventions
  • Include detailed descriptions
  • Set appropriate VAT rates
  • Review totals before sending

Well-structured line items make your invoices professional and easy to understand!