Setting up invoice items

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

  1. Choose Setup > Invoice Items.
  2. Click the Add button to set up a new invoice item.
  3. Enter a unique ID and a description for the invoice item.
  4. Select the item type. When you move to the next field, the available fields may change, based on the item type you select.

    In Accounting CS, you can set up several different types of invoice items to include on customer invoices.

    • Discount. Use this type to define discounts for the client's customers. You can specify a fixed discount amount, or you can set up the application to calculate the discount as a percentage of the price for the selected item.
    • Format. Use this type to define formatting items such as headers or blank rows to use in the detail sections of the invoices.
    • Group. Use this type to group multiple Item type items into a single item. For example, you could group pencils, highlighters, paper, and folders into an Office supplies group.
    • Item. Use this type for products or items that your clients sell to their customers. These are generally items that can be priced on a per-unit basis. For example, coffee mugs or cars or computers.
    • Other charge. Use this type to define other types of items for which you charge your customers. You can specify a fixed charge amount, or you can set up the application to calculate the charge as a percentage of the price for the selected item.
    • Sales tax. Use this type to define the sales taxes to include on the invoices. After you define the sales tax rates in the Setup > Firm Information > Sales Taxes screen, you can select any of those sales taxes when creating sales tax invoice items. You can group these sales tax invoice items into sales tax groups.

      To include a sales tax item on an invoice, select the appropriate sales tax item from the drop-down list in the Sales tax item field in the Items tab in the Transaction Detail section of the Actions > Enter Invoices > Detail tab.

    • Sales tax group.Use this type to group multiple sales tax items into a single item. The application sums the taxes for all sales tax items in the group and displays it as a single sales tax amount on the invoice.

      To include a sales tax group on an invoice, select the appropriate sales tax group from the drop-down list in the Sales tax item field in the Items tab in the Transaction Detail section of the Actions > Enter Invoices > Detail tab.

    • Service. Use this type to define services that your clients provide to their customers and for which they generate revenue. Service items are generally priced by services provided, not physical goods. For example, teeth cleaning, auto repair, carpet installation.
    • Shipping. Use this type for shipping fees to include on invoices. You can set up shipping items as a set amount, or you can set up the application to calculate the shipping as a percentage of the price.
  5. Enter information in the remaining fields as described in the Fields & buttons section of the Invoice Items screen topic.
  6. Click Enter to save the invoice item record. The invoice items from this screen are available for selection in the Actions > Enter Invoices screen.

Related topics

Accounts Receivable service, overview

Accounts receivable setup workflow

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