Invoice Item Types

Metric.ai allows you to set item types for the invoice line items to help you structure the information in the invoice. This article will show you how to use item types.

• How to Enable/Disable Invoice Item Types
• How to Set Item Type for Line Item
• How to Set the Default Item Type 
• Invoice Item Types Managing
  • Create an Invoice Item Type
  • Delete an Invoice Item Type
  • Rename an Invoice Item Type

How to Enable/Disable Invoice Item Types

Permissions needed: Edit Invoices and Edit Invoices Settings

1. Edit an Invoice.
   
   
2. Open the Settings.
   
   
3. You can set Item Types to Off/Optional/Required:
   
   
   • Off: Disable Item Types in the Edit and View modes.
   • Optional: Enable Item Types in the Edit and View modes. The invoice editor can remain empty.
   • Required: Enable Item Types in the Edit and View modes. The invoice editor cannot remain empty.
     
     
4. Click APPLY to apply the changes.

You can set the Invoice Item Types settings in the invoice templates to predefine new invoices' settings.

How to Set Item Type for Line Item

Permissions needed: Edit Invoices and Edit Invoices Settings

1. Edit an Invoice.
   
   
2. Click on a line item Type.
   
   
3. Select an item type from the list of organization invoice item types.
   
   
4. Click the Save button to apply the changes.

How to Set the Default Item Type

Permissions needed: Edit Invoices and Edit Invoices Settings

1. Edit an Invoice.
   
   
2. Open the Settings.
   
   
3. Set the Default Item Type.
   You can select an item type from the list of organization invoice item types.
   
   
4. Click APPLY to apply the changes.

The selected item type will be applied to all new line items. You can set the item type in the invoice templates to predefine item type settings for new invoices.

Managing Invoice Item Types

Permissions needed: View Organization Settings and Edit Organization Settings

1. Select Settings from the left-side menu.
   
   
2. Open Invoicing.

Here, you can see the list of Invoice Item Types.

Create an Invoice Item Type

1. Go to Settings > Invoicing.
   
   
2. Click the +ADD button on the Invoice Item Types list.
   
   
3. Input the Name of the item type.
   
   
4. Click the Save button.

Delete an Invoice Item Type

1. Go to Settings > Invoicing.
   
   
2. Click the cross button on an Invoice Item Type.
   
   
3. Click the Save button.

Note: The system will not allow you to delete an invoice item type that has been used in invoices.

Rename an Invoice Item Type

1. Go to Settings > Invoicing.
   
   
2. Click the name of an Invoice Item Type.
   
   
3. Input the Name of the item type.
   
   
4. Click the Save button.

Note: Editing an invoice item type will update it in invoices previously created.