How To Add/Edit Miscellaneous Invoice Items
Scenarios:
You want to add in your miscellaneous invoice items that are not related to an activity in any way
You want to add in a specific description for an invoice line item that you will commonly use
This document assumes the following:
You are proficient Enrolmy user
Adding a Miscellaneous Item
Head to + > Settings > Advanced> Miscellaneous Items
Select +Add new item
Complete the relevant details to create a new miscellaneous item
You can now add the Miscellaneous item to any new/draft invoice or credit note:
Editing a Miscellaneous Item
You can edit a pre-existing miscellaneous item by selecting the action cog-> edit:
Archiving a Miscellaneous Item
You can archive a miscellaneous by ticking the line item and selecting archive:
Congratulations! You now know how to set up a customised Miscellaneous Item!
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