How do I add multiple items to an existing invoice or purchase order?

Step 1. Navigate to Projects > Items

Step 2. Select items

Select the items you wish to feature on the invoice or proposal by checking off the boxes on the left-hand side of each item, or check "Select All" to select all the items on the current page

Item select

Step 3. Expand options menu

Click on the icon with the three dots at the upper-center portion of the page. This will bring up an expanded menu. From here, select "Add Items to Invoice" or "Add Items to Order".

Step 4. Select invoice or order number and add items

Locate the document number from the dropdown menu or type it in; then, click "Batch" to add the items to the document.

Tip: If you are unable to add the items to your desired document, verify that the items do not already appear on an existing invoice or purchase order.