Very handy when customers need specific text on an invoice – make your life easier by pre-populating some of the content.
Leaine’s Tips:
- Use shortcodes for the Item Codes that make sense when searching
- Use Items for billing lines for sales invoices where specific information is required for the invoice to be accepted
- Use Items for: – regular expenses that differ to the default GST – and explain in your description (eg. Microsoft 365 subscription, business to business, nil GST) – Customs GST (so have the correct GST tax type = GST on Imports)
- Utilise the ‘duplicate’ option when adding new items that are similar
- Regularly review and amend your list – keep it tidy and useful.
Watch- Leaine’s Demo
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