Add an item
An item is a charge that is not a time entry. Track and Invoice has four kinds. You pick one under Category.
- Go to Items and click Add Item. The page title is New Item.
- Choose Category: Goods, Reimbursable Purchases, Expenses, or Professional Services.
- Choose Subcategory if you want a more specific label. The list follows your industry.
- Enter Description. It is required.
- Enter Quantity and Cost. Cost is required and can be 0. Cost is the total, and Quantity splits it into a unit price.
- For Goods and Professional Services, set Markup type to None, Percentage (%), or Fixed Amount ($), then enter Markup value if you chose one. Reimbursable Purchases and Expenses do not have markup.
- Goods starts with Taxable on. The others start off. When Taxable is on, set Sales Tax Rate (%). Reimbursable Purchases do not show Taxable. The note says reimbursable purchases are not taxed.
- Set Date. Choose Client if Billable is on. Project, Reference #, and Internal Notes are optional.
- If the subcategory is Mileage, enter Miles Driven and Rate per Mile ($). The rate can fill in from your default mileage rate.
- Click Save Item.
Price Summary shows Cost, any markup, and the price your client will be billed. On a new invoice, open Add unbilled items and pick billable items that are not already on an invoice.
What your client sees
Your client sees the description, quantity, unit price, and amount in the matching section of the invoice: Goods, Reimbursable Purchases, Expenses, or Professional Services. They do not see Cost, Markup type, Markup value, or Internal Notes.
Common questions
A time entry is hours on a task. An item is a good, a purchase, an expense, or a service fee. See how to log time.
Save products you use often in the Catalog. On a new item, Add from Catalog fills in the description, cost, quantity, and taxable setting. See how to use the catalog.
Related guides
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