Items Dashboard

​

Create an Item

To create an item via Dashboard:

1. Log in to the Dashboard.
2. Navigate to Invoices → Items.
3. Click New Item.
4. Enter the following:
   1. Name
   2. Rate
   3. Description

Once an item is created, it will appear on the list of created item and also in the drop-down menu at the time of invoice creation.

​

Edit an Item

To update the details of an item:

1. Navigate to Invoices → Items.
2. In the item list, click on the desired Item Id.
3. In the Edit Item page, enter the following:
   1. Name
   2. Rate
   3. Description
4. Click Save.

​

Delete an Item

To delete an item:

1. Navigate to Invoices → Items.
2. Hover over the desired item and click delete.