Add an Item from a Template

1. Go to ‘Invoices’ under the ‘Financial’ tab.
2. Click on the invoice you'd like to add the item to.
3. In the actions section click ‘Add Item’.
4. Click the magnifying glass to bring up your list of item templates. Click on the item you wish to add.
5. Enter the service date and make any amendments as required.
6. Click ‘Add’.
7. Your item will now appear on your invoice.

Note: You will not be able to add items that do not have a price and currency available for the sales invoices price and currency or the purchase invoices currency. Additionally you will not be able to add items linked to a specific course category if no events on your sales invoice match the course category.

Add a One-Off Item

1. In the actions section click ‘Add Item’.
2. Select the Nominal Account that the item revenue should be posted to.
3. Add in the details for the item.
4. Click ‘Add’.
5. Your item will now appear on your invoice.

Edit Items

1. Click on the pencil icon next to the item in the invoice.
2. Edit the fields as required.
3. Click ‘Save’

Delete Items

1. Click on the trash can icon next to the item in the invoice.
2. Confirm by clicking ‘Yes’.

Please note that you cannot delete public course income lines. Instead please edit the registration and cancel the booking.

Link Items to Events

All items may be linked back to an event. Linking an item to an event will update the events revenue/costs to account for the value of the linked item.

1. If editing an item that has already been added click on the pencil icon, if linking at the time of adding the item proceed to step 2.
2. Click ‘Link invoice line to event’.
3. Select your event type. If selecting IHT also select the type of revenue, advance, final or re-billed if a sales invoice or for purchases whether it is an indirect cost.
4. Search for the item by entering the event code, the event location or the event date in DD/MM format. Click the correct event.
5. Click ‘Save’

Reporting

The following reports in the financial menu will assist you to manage your sales: