Create items for receivables

To speed up invoicing, enter details about each item that is sold, ahead of time.

When creating an invoice, the items drop-down shows available products/services. On selection, details are automatically entered in the invoice.

Create new items

  1. Click Settings
  2. Under Accounting, click Items
  3. Click New
  4. Enter item details
  5. Click Save

Repeat for additional items.

Things to know

If you sync with QuickBooks for Windows, you will need to add items will in QuickBooks, which will sync to PayMaker.

Resources