Items
Manage how line items appear when creating bills. Customize line item fields to reflect your company’s chart of accounts structure.
Turn on the Items toggle to allow users to add items, descriptions, quantities, unit costs, amounts, and classes when creating both regular and recurring bills.
Inventory, Non-Inventory, and Service items refer to different types of goods or services you sell, buy, or track.
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Inventory items are physical products you buy, stock, and sell. The platform tracks the quantity on hand and the value (cost) of these items over time.
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Non-inventory items are products or services you buy or sell but don’t track quantities for. These are typically used for items you don't need to keep in stock or monitor closely.
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Service refers to work or labor you sell or purchase, rather than a physical product. The platform does not track quantities or inventory value for services.