Drake Accounting - Invoice Item Setup
Article #: 15185
Last Updated: October 21, 2024
Overview
Before invoices can be entered, at least one invoice item must be set up in Drake Accounting.
To set up new invoice items:
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Go to Receivables > Invoice Item Setup.
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Click New.
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Complete information on the following tabs:
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Item Information Tab
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Quantity Pricing Tab (use if more than 5 quantity prices are needed for an item).
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Click Save.
Note When creating a new invoice, the invoice items will be sorted by the alphanumeric item code.
To edit a previously saved invoice item:
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Go to Receivables > Invoice Item Setup.
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Click on the item in the grid to be edited.
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Make the desired edits on both the Item Information and Quantity Pricing tabs.
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Click Save once all edits have been made.
Reset
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The Reset button clears the item information from the dialog box and reverts to the information previously saved.
Delete
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To delete an item, select the item in the Item grid, then click Delete. Click Yes to confirm the deletion.