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Adding and Editing Standard Invoice Items
Adding and Editing Standard Invoice Items

Set up standard invoice items to make invoicing faster

Angela avatar
Written by Angela
Updated over a week ago

While invoice line items are automatically created with each completed test, you may want to add more line items that your business frequently uses. This will save you time when adding new line items on the Perform Test page or while editing/creating new invoices. 

NOTE: This feature is only available for testing companies.

1. Select Administration from the navigation menu, and then select Standard Invoice Items

You will see a list of standard invoice items you have created. Tests prices are not included on this list. See our article about setting up test prices to learn more. 

2. Click New Standard Invoice Item to add a new item. 

3. Add the pertinent values, such as price, quantity, and whether or not the item is taxable.

NOTE: The Product field is only used if you have QuickBooks Online.

4. When you are finished, click Save Standard Invoice Item.

This new line item can now be easily selected when creating or editing invoices, or from the dropdown list in the Invoice Line Items section of the Perform Test page.

Edit or Delete a Standard Invoice Item

To edit or delete an existing standard invoice item, click Delete or Edit to the right of that item.

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