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Items is a feature that allows you to create predefined product or services that you frequently use in your invoices, estimates, or proposals.
Create new item
To create new items from the main admin menu navigate to Sales->Items and click on the button New Item.
- Name – Give the item short description of item heading.
- Description – Item long description for more detailed information.
- Rate – The total cost for this specific item you are creating without taxes.
- Tax – Apply item predefined tax, the tax will be auto-applied when creating new invoice/estimate/proposal/credit note
- Unit – Type the unit of measurement if necessary. Example. kg, lb etc.
Finally click Save to save all the information.