Add a Line Item A unit of information in a document, record, invoice, expense report, or statement, shown on a separate line of its own.

If you need more information about this screen, please see Invoices Screen.

To add a line item to an invoice:

1.      Search for an Invoice.

Or

Add an Invoice.

2.      Select the invoice where you want to add a line item.

3.      Click Add a Line Item.

4.      Enter the sequence number in the Sequence Number column.

5.      Enter a description of the item purchased in the Description column.

6.      Enter the number of items on the line item in the Quantity column.

7.      Enter the cost of the item in the Amount field.

The application A URL external to your Apptricity applications. calculates the total an displays it in the Total column.

8.      Complete any or all of the optional tasks, if needed:

-         Add a Note

9.      When complete, click one of the following buttons:

-         Save Invoice to save the invoice.

-         Save and Add New to save the invoice and start a new one.

-         Reset Invoice to clear the fields in the Invoice Header Details pane.

-         Submit Invoice to submit the invoice for approval.

-         Copy Invoice to copy the invoice.

-         Print Invoice to print a copy of the invoice.