Items

You can add items that you sell to make creating an itemized receipt quick and simple.

When creating a receipt, these items will appear in the auto-suggest drop-down menu when the user enters in part or all of the item name or description.

Creating items is optional.  However, it is a good idea to create items that are frequently used.

To manage items:

  1. Log in with an administrator account
  2. In the left menu, click Administration
  3. Click Products and Services

To add a new item:

  1. Click New Item
  2. Enter a short name up to 50 characters
  3. Enter the cost of item
  4. Enter a description of the item, which will prefill a line item's description field
  5. Click Save

To change an item:

  1. Select an item to change and click Edit
  2. Make the desired changes
  3. Click Save

Note that changing an item does not affect previously created receipts.

To delete an item:

  1. Select the item to remove and click Delete
  2. Confirm that you want to delete the item

Note that deleting an item does not affect previously created receipts.