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  1. Adding items

  2. Existing Item

  3. Add a new item and save it to the items

  4. Add manually for specific Document

  5. Note > Item price will be fetched based on the client's currency. If the item doesn't have defined rate in client's currency then 0 will be fetched.

  6. You can override any value of the items for specific Invoice or Proposal

  7. Item Table engine automatically calculates the subtotal, total, taxes for you.

  8. You can choose Discount for you clients

  9. percentage

  10. specific amount

  11. You can choose if discount is to be applied before tax calculation or after tax calculation

  12. You can apply adjustments to your item table. This could be a previous credit for the client or previous pending payment of the client.

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While using the Item table you can add existing and manual items to the tables and can auto calculate subtotal, total, taxes and adjustments. Here is the quick guide how you can accomplish the above two tasks.

Adding existing and manual items:

Item table is used for both of your proposals and invoices. Creating Item table or adding the items ( existing and manual ) is quite easy to achieve.

Lets check for the invoices how it is done.

  • Creating new invoice refer.

  • On invoice editor page select +Add invoice items from invoice settings.

  • This will take you to the Item table where you can click on Select an item to choose items either from the already existing list

or can click on + Create new item.

To Create a new Item you can refer the article.

Note: Item price will be fetched based on the client's currency. If the item doesn't have defined rate in client's currency then 0 will be fetched.

Auto calculations :

You just need to define the item price , currency and tax rates properly and need to select the discount rate from drop down Clientjoy will auto calculate the total and subtotal

Override any value of the items for specific Invoice or Proposal:

While creating a proposal or invoice for any of client and adding item table you can add the existing items with the already existing price value or else you can override the value from the specific invoice or proposal without navigating to the Item module.

Lets check for invoice how you can do that-

  • Click on the invoice in which you want to override the values of items.

  • From ellipsis icon choose the Update option.

  • Choose the invoice settings option from the left menu and scroll down to select +Add item option.

  • Items table will appear where you can override the values.

  1. Once the values are modified you can offer the discount for the clients by recording the discount value either in terms of value or percentage and you can also choose if discount is to be applied before tax calculation or after tax calculation

  • From the Items table you can do the adjustment via adjustment field. This could be a previous credit for the client or previous pending payment of the client.

  • Once done click on Save.

You can choose Discount for your clients

  1. Percentage : discount can be given in percentage for your products/service. For eg: 10% or 20%.

  2. specific amount : You can even offer discount of specific amount to your clients

  3. You can choose if discount is to be applied before tax calculation or after tax calculation

You can apply adjustments to your item table. This could be a previous credit for the client or previous pending payment of the client.

If you have any questions reach out to Clientjoy support at [email protected].

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