Add line items to a bill on mobile

This article explains how to use the FreeAgent mobile app to add line items to a bill.

Tap the ‘☰’ (mobile app navigation menu) and select ‘Bills’.

Navigate to the relevant bill from the list and tap on ‘Add bill item’.

This will bring up the bill item screen, where you’ll be able to enter the category, amount and rate of VAT.

Choose a category

Select the appropriate category for the bill by tapping the ‘Spending category’ field and selecting from the list of options provided.

Description

Next, you can enter a description for this item. This will be specific for this line item.

Quantity and unit

Next, you can enter the quantity for this line item and choose a unit (if applicable). If there is no unit, leave this blank.

Price and VAT

Next, enter the total price for this item. Please note that this is the total amount for this item, not the price per one unit.

You can also choose the VAT rate. Tap the ‘VAT rate’ field to select the VAT rate depending on how much VAT was charged by your supplier.

To allow FreeAgent to automatically apply the rate of VAT associated with the chosen category, select ‘Automatic’. Alternatively, you can choose to apply a specific rate of VAT to the bill by selecting the relevant option. If you'd like to manually enter the amount of VAT to apply to the bill, select ‘Custom VAT amount’ and enter the appropriate amount.

Once you’re happy with the line item, you can add it to the bill by tapping ‘Add item to bill’. Alternatively, if you’d like to add another bill item, tap on ‘Add item & add another’ and repeat the steps above.