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Bill Texts

A bill text is a predefined text you can use as an item description when working on an invoice.

For information on how to select bill texts while invoicing, see Completing the Invoice.

Adding a New Bill Text

1. Open the Edit view in the left-hand pane.
2. Click Bill Texts.
3. Click the NEW button and enter the name of the new Bill Text.
4. Enter the new text name, nominal code and VAT rate and Standard Price.
5. You can also set up a formula in the bill text that you can use when you are raising an invoice.
6. Enter the bill text in the Full Text pane.
7. Select the Include Unit Price checkbox if you want the Unit Price Picker to be available when you are raising an invoice.
8. The Unit Price Label field enables you to specify a standard unit text. (The default unit text is 'Unit'.)
9. The Unit Price Formula fields enable you to include a simple formula in the bill text. So, for example, you can set up the bill text to automatically divide the relevant invoice item amount by 12.
10. Click Submit.

Editing a Bill Text

1. Open the Edit view in the left-hand pane.
2. Click Bill Texts.
3. Click the Edit button.
4. Make the necessary changes.
5. Click Submit.

See also

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