How to add an inventory to an invoice

Written by Yujia Zheng
October 25, 2022

Video tutorial HERE.

In the new invoicing tool, here's how to add an inventory:

Under the Line Items section, search for inventory in the search bar

In the search result, click on the inventory to add it to the invoice

To change the captions, taxes, or discount, or remove the inventory entirely, click on the edit button

• To add a discount, click on the Add Discount button and enter the discount amount/percentage. You can also choose if you want to apply the discount to all line items. Then click on Apply Amount

• To remove taxes, click on the Remove Tax button

After you make changes, click on the Save button