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Add products to invoices

Add your products to invoices and automatically update inventory.

Updated over 3 weeks ago

Products can be added to invoices, with automatic inventory updates.


Before you begin

This help guide assumes that you have set up products.


How-to

Add and sell products via invoices

You can add products to invoices to sell them, and automatically adjust your stock count.

  1. Navigate to the Invoices tab, then select Create a new invoice.

  2. Enter the details of the invoice, and in the items list, add a new item line, and select Product.
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  3. Begin typing to bring up a list of available products.
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  4. The product will be displayed on the final invoice.

πŸ“ Note: If you don't see your items here, make sure to go to the Products tab, click Manage stock and select that the product is available at the location.

Automatic stock tracking

Once a product is invoiced, the stock will be reduced. The history of the stock will also be stored from the Product's page.

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