This guide extends the general Creating an Invoice guide, specifically covering in more detail, the features and options associated with invoice line items:
Your inventory enables you to add items to invoices at your list price with pre-populated descriptions, with auto stock levels adjustment.
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Click the "Add item from inventory" button.
A prompt is displayed, enabling search and selection from your inventory items. |
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Select the item from your inventory, and click Add to Invoice.
If required, use the search input box to filter your items based on SKU or Keyword. 
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One unit of the selected inventory item is added, with description and price pre-populated.
Your line item can be customised as required for the current invoice, adding additional units, discounts, custom descriptions and tax options. For details on customising invoices, jump to the Customising line items section. 
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Click the "Create a custom entry" button.
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A blank line item is added to the invoice, ready for customisation.
Your line item can be customised as required for the current invoice, adding additional units, discounts, custom descriptions and tax options. For details on customising invoices, jump to the Customising line items section. 
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Adjusted total price
The adjusted total price represents the number of units, multiplied by the unit price, minus discount. The tax toggle set to "included", will be calculated into the displayed total and reported on the invoice line item. If set to "added", the adjusted total will be updated to include the taxable amount. 
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Sales Tax
If tax features are enabled in your toolkit, each line item will default to the appropriate tax value for your region. Tax applicability and value, is variable per line item by selecting the appropriate option from the drop selection box. 
The tax toggle set to "included", will be calculated into the displayed total and reported on the invoice line item. If set to "added", the adjusted total will be updated to include the taxable amount. 
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Click the X in the upper right corner to remove a line item. You will be prompted to confirm your decision before it is removed. 
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