Invoice Items

Prerequisites

Basics

An invoice item is a price book item or ticket item on an invoice.

Use the Invoice Item Builder to add invoice items.

Relationship with Price Book Items

Basics

You can add items from any price book to an invoice.

Copying Data From Price Book Items

  • When you add a price book item to an invoice, data copies from the price book item to the invoice item.

  • Data copies between the following managed fields by default:

    Price Book Item Field Invoice Item Field

    FX5__Catalog_Description__c
    FX5__Description_Override__c

    FX5__Description__c

    FX5__Catalog_Item_Code__c

    FX5__Item_Code__c

    FX5__Catalog_UOM__c

    FX5__Catalog_UOM__c

    FX5__COGS_Account__c

    FX5__COGS_Account__c

    FX5__Default_Qty__c

    FX5__Qty__c

    FX5__Discount_Percent__c

    FX5__Discount_Percent__c

    FX5__Income_Account__c

    FX5__Income_Account__c

    FX5__Price__c

    FX5__Price__c

    FX5__Sequence_Number__c

    FX5__Sequence_Number__c

  • You can add custom fields to copy additional information between price book items and invoice items.

    Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Invoice Item objects.

Relationship with Ticket Items

Basics

You can add items from any ticket on the customer’s jobs to an invoice.

Copying Data from Ticket Items

  • When you add a ticket item to an invoice, data copies from the Price Book Itemsticket item to the invoice item.

  • Data copies between the following managed fields by default:

    Ticket Item Field Invoice Item Field

    Extended_Amount__c

    FX5__Extended_Amount__c

    FX5__Catalog_UOM__c

    FX5__Catalog_UOM__c

    FX5__COGS_Account__c

    FX5__COGS_Account__c

    FX5__Description__c

    FX5__Description__c

    FX5__Discount_Percent__c

    FX5__Discount_Percent__c

    FX5__Income_Account__c

    FX5__Income_Account__c

    FX5__Item_Code__c

    FX5__Item_Code__c

    FX5__Price__c

    FX5__Price__c

    FX5__Price_Book_Item__c

    FX5__Price_Book_Item__c

    FX5__Sequence_Number__c

    FX5__Sequence_Number__c

  • You can add custom fields to copy additional information between ticket items and invoice items.

    Make sure custom fields have the same name, data type, length, and decimal places on both the Ticket Item and Invoice Item objects.

Step-by-Step Guides

Adding Ticket Items to an Invoice

  1. Open the Invoice Item Builder

  2. Click Expand on the right side of the page

    Expand button

  3. Click Available Items on the Item picker

    Example Available Items button

  4. Open the Available Tickets tab

  5. Select filters to locate the ticket items

  6. Click Search

  7. Select the ticket items to invoice

    I displays next to ticket items already on the invoice.

  8. Click Add Selected

    Child items get added automatically when you add their parent item.

  9. Click Close on the left side of the Available Items picker

    Collapse button

Adding Price Book Items to an Invoice

  1. Open the Invoice Item Builder

  2. Click Expand on the right side of the page

    Expand button

  3. Click Available Items on the Item picker

    Example Available Items button

  4. Open the Available Tickets tab

  5. Select filters to locate the price book items

  6. Click Search

  7. Select the price book items to add

  8. Click Add Selected

    Child items get added automatically when you add their parent item.

  9. Click Close on the left side of the Available Items picker

    Collapse button

Adding Child Invoice Items

Prerequisite

Designate dynamic parent items.

  1. Open the Invoice Item Builder

  2. Move down to the Item grid

  3. Select Add Child Items next to a dynamic parent item

    Button to click to start adding child items

  4. Select child items

  5. Click Add Selected

    The child items display indented under their parent item.

  6. Click Close on the left side of the Available Items picker

    Collapse button

  7. Click Add Child Items

    Button to click to finish adding child items

    Add Child Items mode is now disabled.

Editing an Invoice Item

  1. Open the Invoice Item Builder

  2. Move down to the Item grid

  3. Click the arrow next to the item

    Arrow button

  4. Click Edit

  5. Make edits

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price for items that have Locked Price/Markup selected.

  6. Click Save

Editing Multiple Invoice Items

  1. Open the Invoice Item Builder

  2. Move down to the Item grid

  3. Select items

  4. Click Bulk Update

  5. Make edits on the Updated Selected Items panel

    Update Selected Items in bulk edit mode

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price for items that have Locked Price/Markup selected.

  6. Click Update

Deleting Invoice Items

  1. Open the Invoice Item Builder

  2. Move down to the Item grid

  3. Select items

    Child items get deleted automatically when you delete their parent item.

  4. Click Delete Selected

  5. Click OK

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