To create a new Item for use in invoicing, simply navigate to Billing–>Settings–>Items, and click the + button
From there, a form will slide down from the top of the table, with a few fields for you to fill out.
This is what will appear as the name of the Item when the Item is used on Invoices and Estimates. Both admins and clients will see the name of Item when it is applied to an Invoice or Estimate.
This is what will appear as the description of the Item when the Item is used on Invoices and Estimates. Both admins and clients will see the description of Item when it is applied to an Invoice or Estimate.
This will represent the total quantity of the Item that is being added to an Invoice or Estimate. If a number besides 1 is placed here, then the total value of the Item will be the result of the Quantity multiplied by the Rate. For example, if you create a single Item for a dozen eggs, you might enter the Quantity as 12, and the rate as $0.50. This would mean the total value of the Item is actually 12 X $0.50, or $6.00
This represents the per quantity cost of the Item. In most cases, if the Quantity of an Item is set to 1, the Rate will be equal to the price of the Item.
As an option, you can add an item-specific discount rate to an Item. Any discount that is applied here (either as a dollar amount, or a percentage) will only apply to this particular item, as opposed to an invoice or Estimate as a whole.
When the Item info is filled out to your liking, just click Save.