You and your Internal team have the ability to manually add line items such as processing fees and any other additional fees you wish to charge to the client!

Let's take a look at how it’s done!

If there’s already an existing invoice to which you want to add a line item, from your dashboard, navigate to Accounting → Invoices/ Charge Client → Draft Invoices, and locate the invoice. After locating the invoice, all you have to do is click on the invoice name and then on the plus sign; after which you can add the amount and save that entry. All entries will be displayed on the client account under Account Entries. Bear in mind that you can see multiple account entries on the client’s account — for example 3 shifts and 1 credit card fee would show up as 4 line items but could all be on one invoice.

If the invoice you want to add a line item to isn’t within Draft Invoices, it may be found within Pending categorization. From Pending Categorization, just click on the action icon beside the dropdown that resembles a disc. This will move the invoice from Pending Categorization to Draft Invoices where you will be able to add multiple line items.

If you need to create a new invoice, from Pending Categorization; locate the client and click on the plus sign (+) at the top right hand corner of their client name to create an invoice.

As long as an invoice is not yet finalized, you have the ability to move any item on that invoice to another. If at any time you wish to do this just follow the instructions below.

Navigate to Accounting → Invoices/ Charge Client → Draft Invoices and locate the invoice with the item you want to move. After locating the item that needs to be moved, click in the box that’s under the tab entitled “Map” and from the dropdown, select the invoice you want to move the line item to, and then click on the action icon beside the dropdown that resembles a disc.

Applying a discount

Adding a negative line item creates a discount. All you need to do is locate the draft invoice, hit the plus icon to add a line item and make the amount you want to be discounted a negative amount.

For example, you have an invoice for $100, and you add a line item of -$25, the total of the invoice will then be $75. You can put discount as the note or whatever text seems fitting to you.