This article explains how to add line items to an invoice that you’ve created in FreeAgent.
In FreeAgent, invoices contain line items that detail the specific products or services that you are charging for, along with the relevant quantities and prices. You can also edit or delete the line items after you have added them to an invoice.
Find the invoice
Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.
Select the relevant invoice from the list.
Add line items to the invoice
Before you can add line items to an invoice, the invoice must be in draft status. To mark an invoice back to draft status, select ‘Make Draft’. If the invoice has been marked as paid, you’ll need to remove the payment link first.
Once the invoice is in draft status, select ‘Add Invoice Item’.
This will bring up the 'Add Invoice Item’ screen.
You can either create a new line item or add a line item from a price list.
Creating a new invoice line item
If you are creating a new invoice line item, you will need to complete the following information on the ‘Add Invoice Item’ screen.
Quantity and units
First, enter the quantity of units you are invoicing for and then select the unit from the drop-down menu. The default unit is ‘Hours’, but you can select from the following:
If you don't want to show a unit, select ‘-no unit-’ which will leave the unit column blank for the line item on the invoice.
There is also a ‘Discount’ option in the unit drop-down menu, which allows you to apply an exact amount discount, rather than a percentage discount, to your invoice. To apply a discount, enter the quantity as ‘1’ and enter the amount of the discount in the ‘Unit Price’ field with a ‘-’ in front of it. Please note that if you don’t include the minus, the discount will not be applied.
Add a description of the line item in the ‘Details’ field.
Next, enter the price per unit in the ‘Unit Price’ field. If you have selected ‘-no unit-’, this will simply be the price of the line item.
If you’ve created a custom income category, select the ‘Income Category’ drop-down menu and choose which income category you wish to allocate the line item to. For information on viewing and editing income categories, please see this article.
If your business is registered for VAT, use the ‘VAT’ drop-down menu to choose the correct rate of VAT for the invoice line item. If your customer is based outside the UK, there is a setting under 'Contacts' which will enable you to choose whether or not you want to charge them VAT.
If this line item is a new sale that you will make regularly, you can save the information as a price list item by ticking the ‘Add this to your Price List’ checkbox and giving the item a name or code. This will allow you to add the information to other invoices quickly in the future.
Adding an invoice line item from your price list
If the item you are adding to the invoice is already set up in your price list in FreeAgent, you can select it from the ‘Autofill from your price list’ drop-down menu and the item details will automatically be populated.
Once you have entered all the necessary details for the invoice line item, select 'Create and Finish’ to complete the process and add it to the invoice. If you need to add additional line items, select 'Create and Add Another'.
If you no longer want to add this item to the invoice, select ‘Cancel’.
Mark the invoice as sent
After adding the relevant line item(s), select ‘Mark as Sent’ above the invoice template to activate the updated invoice in your account if you don't need to send the updated invoice to your customer.
To send the updated invoice to your customer, select ‘Re-send by Email’.
A record of the invoice having been updated will appear in your ‘Audit Trail’ report.