Drake Accounting - Invoice Item Setup

Article #: 15185

Last Updated: October 21, 2024

 


Tags: Drake AccountingDAS

Drake Accounting logo

Overview

Before invoices can be entered, at least one invoice item must be set up in Drake Accounting.

To set up new invoice items:

  1. Go to Receivables > Invoice Item Setup.

  2. Click New.

    Invoice Item Setup screen

  3. Complete information on the following tabs:

    • Item Information Tab

    • Quantity Pricing Tab (use if more than 5 quantity prices are needed for an item).

      Quantity Pricing tab

  4. 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:

  1. Go to Receivables > Invoice Item Setup.

  2. Click on the item in the grid to be edited.

  3. Make the desired edits on both the Item Information and Quantity Pricing tabs.

  4. Click Save once all edits have been made.

Reset

  • The Reset button clears the item information from the dialog box and reverts to the information previously saved.

Delete

  • To delete an item, select the item in the Item grid, then click Delete. Click Yes to confirm the deletion.