The invoice item template manager allows the user to create new invoice items based on existing item types. The user can preset the description, dollar amount as well as job types for each invoice item. This minimizes the input needed from technicians by providing preset invoice items and lets them focus on their task all while providing the necessary job-related information. The user can additionally apply a filter to view the templates by Channel Type, Job Type, and Quickbooks Income or Quickbook Expense Account type. Additionally, invoice item templates can be grouped for convenience purposes.

To create a new invoice item template:

  1. Click on the “Create Invoice Item Template” button
  2. Select a “Channel Type
  3. Optionally, click on the "Group Name" and select an existing group or enter a name for a new one
  4. Select the “Item Type
  5. Enter a “Title” for the invoice item template
  6. Configure the “Description” (options: Optional - the description is empty, Fixed- description is provided and cannot be changed, Suggested - description is provided and can be changed)
  7. Enter the description for the invoice item template (required if description is set to suggested or fixed)
  8. Optionally, set the description field as required using the dropdown
  9. Optionally, check the “Show on invoices” checkbox
  10. Configure the “Amount” field (options: Optional - the description is empty, Fixed - description is provided and cannot be changed, Suggested - description is provided and can be changed)
  11. Set the dollar amount of the invoice item template (only digits are allowed)
  12. Select the price quantifier using the “Quantity in” drop-down
  13. Optionally, select a QuickBooks income account in the 1st “QuickBooks Accounts” drop-down (Field Complete selects the appropriate option by default, change only if necessary. This feature can only be used if the company syncs with QuickBooks.)
  14. Optionally, select the QuickBooks expense account in the 2nd “QuickBooks Accounts” drop-down (Field Complete selects the appropriate option by default, change only if necessary. This feature can only be used if the company syncs with QuickBooks.)
  15. Optionally, select applicable job types using the “Job Types” drop-down to set for specific job types only (displayed for all job types by default)
  16. Click on the “Create” button

The user can modify an invoice item template by clicking on the “Edit” button or remove an invoice item template by clicking on the “Delete” button.