Step by step
- Open the draft invoice.
- To change a line, edit the description, quantity, unit, unit price or VAT % in the row and click Save on that row.
- To remove a line, click Remove line under it.
- To add a line, fill in Description, Qty, Unit, Price and VAT % under Add a line and click Add.
Rules
Prices cannot be negative. For a discount, use a negative quantity (for example −1 × 25.00 "Discount").
The invoice total cannot be below zero. Use a credit note for money back.
If you are not VAT registered, VAT is always 0 and the column is hidden.
A line removed from an invoice made from jobs frees that item, so it shows as billable again on the job.
Works together with
- Lines at 0.00 before issuingA line with a 0.00 price is usually a missing rate. SubClik warns you and asks you to tick a box before issuing it.
- Issue an invoiceIssuing gives the invoice its number, fixes your and the customer's details, locks the lines and creates the PDF.
- The invoice pageOne invoice or credit note: its lines and totals, details, PDF and email, payments, online payment status and corrections.