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:
- Log in with an administrator account
- In the left menu, click Administration
- Click Products and Services
To add a new item:
- Click New Item
- Enter a short name up to 50 characters
- Enter the cost of item
- Enter a description of the item, which will prefill a line item's description field
- Click Save
To change an item:
- Select an item to change and click Edit
- Make the desired changes
- Click Save
Note that changing an item does not affect previously created receipts.
To delete an item:
- Select the item to remove and click Delete
- Confirm that you want to delete the item
Note that deleting an item does not affect previously created receipts.