How to add items & tasks in the invoice?

Step-by-Step Guide to Adding Items and Tasks in InvoiceQuick:

Adding Items to the Invoice:

Click on the "Items" tab, usually located on the top navigation bar.

Once on the "Items" page, you'll see a list of existing items (if any). To add a new item, click on the "New Item" button, often located in the top-right corner of the page.

A new window or form will appear for you to enter the item details.

In the provided fields, enter the following information:

1. Item Name: Give a descriptive name to the item.

2. Description (Optional): If needed, provide additional details or a brief description of the item.

3. Price/Rate: Input the unit price or rate of the item.

4. Quantity: Enter the quantity of the item you wish to include in the invoice.

5. Tax: Choose the applicable tax for the item. This can be VAT, sales tax, or any preset tax you have configured.

6. Income Account: From the dropdown menu, select the appropriate income account for the item. This helps with accounting and tracking revenue streams. Options may include "Interest Income," "Printing Income," "Unassigned," "Product or Sales Service," "Software Income," etc.

After filling in all the necessary information, click the "Save" button to add the item to your InvoiceQuick database.

Adding Tasks to the Invoice:

From the InvoiceQuick dashboard, go to the "Invoices" page.

Click on the "Tasks" tab, usually located on the top navigation bar.

On the "Tasks" page, you'll see a list of existing tasks (if any). To add a new task, click on the "New Task" button, typically found in the top-right corner of the page.

A new window or form will appear, allowing you to input the task details.

Fill in the following information in the provided fields:

1. Task Name: Enter a name or title for the task.

2. Description (Optional): Optionally, provide additional details or a brief description of the task.

3. Price/Rate: Input the rate or price per unit of the task.

4. Quantity: Specify the quantity of the task that needs to be invoiced.

5. Tax: Choose the applicable tax for the task. This could be VAT, sales tax, or any preset tax you've set up.

6. Income Account: Select the appropriate income account from the dropdown menu. This helps categorize the task for accounting purposes. Options may include "Interest Income," "Printing Income," "Unassigned," "Product or Sales Service," "Software Income," etc.

Once you've provided all the required information, click the "Save" button to add the task to your InvoiceQuick database.

Congratulations! You have successfully added items and tasks to your InvoiceQuick invoicing software. You can now include these items and tasks in your invoices to streamline your billing process.