building-invoices

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Build invoices in seconds — add items, adjust quantities, and manage line items.

Adding Items to Invoice

There are two ways to add items:

Method 1: Click from Search Results

  1. Search for product in left panel
  2. Click any row in the results table
  3. Item is added to invoice with quantity = 1

Method 2: Click Again to Increase Quantity

  1. Click the same product again
  2. Quantity automatically increases by 1
  3. No duplicate rows created
Building an invoice by adding items from search

Adding items to invoice from search results

Editing Line Items

Each line item has these editable fields:

Field Type Description
Code Readonly Product identifier
Description Editable Text area, auto-resizes
Rate Editable Unit price
Qty Editable Quantity (with decimals)
Disc% Editable Discount percentage
Disc Amt Editable Discount amount
Net Rate Readonly Rate after discount
Total Readonly Net Rate × Qty

Keyboard Navigation

  • Enter: Move to next editable field
  • Click on numeric field: Selects all text
  • Tab: Navigate between fields naturally

Removing Items

Click the red ✕ button on any row to remove that item from the invoice.

Next: Learn about Managing Discounts.

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