Adding Items to Orders, Invoices, & Proposals

If you need to add an item to an invoice, order, or proposal, follow the steps below.

Step 1. Open the item and scroll down the document number section.

Step 2. Copy and paste, type, or select the document number from the drop-down menu. Click "Save" and that item will be added.

Note: Removing ITEMS - If you need to remove items from an invoice, order, or proposal, simply delete the associated document number from the same fields mentioned above and click "Save"