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  4. Item Codes
  5. How to Create an Item
  1. Home
  2. Knowledge Base
  3. General Settings Tab
  4. How to Create an Item

How to Create an Item

  • Created April 26, 2015
  • Author James Browning
  • Category Item Codes, General Settings Tab
  1. Click General Settings > Item Codes.
  2. Click Create Item to open the Item Codes screen.
  3. Enter details in the following fields:
    • Code – the item code.
    • Description – the item description.
    • Unit Amount – the cost of the item.
    • Taxable – Indicates if tax is included in the item cost.
    • Escalate – Indicates if the item cost will be adjusted to include annual escalation for repeating invoices.
    • Term – Only applicable for items that incur initial costs, for example setup fees. A ‘1’ indicates that a fee for initial costs is included for this item.
    • Accounting Code – the general ledger code that matches this item in your accounting system.
    • Immediate – Indicates if the item will be invoiced immediately on the date that the repeating invoice was created (only applicable to items with a term value of ‘1’ (see field above).
    • External Item – displays the currently selected external reference.
    • Run Interval – the run interval (frequency) of a repeating invoice that includes this item. If Monthly or Annually then the repeating run interval will be changed as per the selection.
    • Contract value – If this item is a term line item or included in a term repeating invoice, this check box indicates whether or not to include it in the contract value calculation, Ticked = Item Included. See also Calculate Contract Value.
  4. Click Save when complete to create the item.

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Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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