The invoice edit view; this is where line items are added. Please note that quote and purchase order add views have the same functionality.
The Invoice edit view is split into the sections highlighted in the above image. At the top of the page, you can view the project with which this invoice is associated (1).
Line Items (2):
This is where you can add line items for this specific invoice. You can drag-and-drop line items to organize them and create headings of group line items together for an aesthetic presentation and invoice format.
This is where you will add any payments received against this invoice. Customers can pay the invoice at once in one chunk or in installments. This section will list all transactions for this invoice. And if you have PayPal integration enabled, payments received by your PayPal for this invoice will show up here automatically.
Invoice Sidebar (4):
This section contains the basic information about the selected invoice, such as the client, postal address, preview, send, download PDF, as well as any tags and approvals. Most of this information is gathered when creating an invoice or accounting record.
How Do I Add Line Items to the Invoice?
Adding line items is fairly easy in Skylight. All you do is simply click on the first row under the ‘Title’ column and add some text. In this instance, we named the line item ‘Services provided’.
To add another line item, use the TAB key, or click on the last line in the invoice, and press RETURN/ENTER on your keyboard. New lines are also added automatically when you use up all the lines provided in the invoice.
Make sure to press ‘Save’ (2) to save all the line items.
Invoice Grid Explained
The line items are put into the invoice grid. The following will explain each section of the invoice grid in detail.
Title (1): Here you can enter the title of your line item, e.g. “Services provided”, “Updating Social Media”, etc.
Quantity (2): This is a numerical field and accepts decimal values like 1.5 or 1.05, e.g. the hours or units worked.
Unit Price (3): This is the price charged per unit, e.g. if the Quantity is 3 hours worked (so Quantity = 3), and each hour is charged at $10, the unit price is $30.
Discount (4): This is a percentage (%) field and accepts only nominal values, i.e. numbers.
Net (5): This is the amount charged before any tax is applied.
Account (6): This is a list of selected accounting codes available and imported. This is useful if you wish to produce reports; e.g. by sales type: Sales Type A, Sales Type B, etc. Please check with your accountant or export accounting codes from your favorite accounting software to use this feature.
Tax and Tax 2 (7 and 8): These are the list of selected tax rates preset in your business settings (these fields are optional).
Gross (9): This is the amount charged after the tax and discounts have been applied.
Actions (10): Here you can choose to delete the line item.
After all the lines have been added to your satisfaction, press ‘Save’ to save your changes (11).