Invoice Items

Invoice Items are used for posting accounts receivable invoices. You can set up a per-unit price, identify an item as taxable or exempt for sales tax purposes, and define a default general ledger account code for each invoice item.

To set up Invoice Items

1. Select Setup>Invoice Items.
2. Select the appropriate Type from the drop-down list.
   
   • Charge, Labor, Merchandise, Part, and Service are used for sales. When you enter a positive amount, the customer's balance due will increase.
   • When you enter a positive amount for a Payment or Return the customer's balance due will decrease.
3. Enter a Lookup.
4. Enter a Description.
5. Enter a Price if this item has a per-unit price.
6. Select the appropriate Tax Table from the drop-down list.
7. Select the appropriate Sales Account from the drop-down list.
8. Select the appropriate Purchase Account from the drop-down list.
   

An item with a Type of Payment must be set up for posting payments.

The following screenshot shows an example of the Invoice Items that would typically be set up for an accounting office.