Items on document lines
Pick an item from the price list onto an invoice or expense line, and the line takes its unit, price and VAT.
Step by step
- On the invoice form, start typing the item’s name or SKU into a line’s description. The items offered in invoices are suggested.
- Pick the item with the arrows and Enter, or with the mouse. The line takes the name, the unit, the price and the VAT rate, and shows the SKU.
- Scan an EAN into the description and press Enter; the line gets the item with that number.
- An invoice in a foreign currency takes the item’s price in that currency, or converts the sale price at the rate when the item has none. An expense takes the purchase price.
- Issuing an invoice with a stock item moves it out, and the move links the invoice. A recorded expense with a stock item moves it in.
Good to know
When an invoice would take more than there is in stock and the item may not go below zero, issuing is refused on the line’s quantity and the document stays a draft.
A line whose item has been deleted since says so.
Related articles
- Price list and stock itemsWhat you sell or buy, with its prices. A stock item also keeps its quantity in stock.
- Issue an invoiceFrom an empty form to an issued invoice with its number, PDF and ISDOC.
- Record an expenseEnter a received invoice or receipt beside its preview. A recorded expense gets a number from its own series.