Items

The Items tab is your product and service library. Create reusable items with consistent pricing, tax codes, and account mappings to speed up invoice creation.

Shared with Quotes

The Items section is shared between Quotes and Invoices. All items you create are available in both modules.

Detailed documentation

For comprehensive documentation on the Items page, including:

Creating sales items, purchase items, and text items
Item codes and descriptions
Account mapping and GST codes
Unit pricing and advanced options
Using items in documents
Managing and organizing items

See the Quotes > Items documentation.

Quick reference

Item types

Type	Use For
Sales	Products and services you sell
Purchase	Items you buy (shown in Bills)
Text	Descriptions without pricing

Common tasks

Task	Action
Create new item	Click New Item button
Edit item	Click item in list
Filter by type	Use type filter dropdown
Search items	Use search box
Use in invoice	Select from dropdown in Invoice Editor

Item fields for invoicing

Key fields that affect invoices:

Name: Appears on invoice line
Description: Additional details shown
Unit Price: Default price (can override per invoice)
Account: Maps to chart of accounts
Tax Code: GST treatment (GST 10%, GST FREE, etc.)
Item Code: Internal reference

Integration with Invoices

Items streamline invoice creation:

Quick add: Select from dropdown in Invoice Editor
Auto-fill: Price, account, and tax auto-populate
Consistent: Same item details across all invoices
Efficient: No need to retype common products/services

Best practices

For invoicing

Create items for everything you regularly invoice
Set default prices to current rates
Use accurate GST codes for compliance
Map to correct income accounts
Keep item names clear and professional

Data hygiene

Review and update prices quarterly
Archive obsolete items
Use consistent naming conventions
Group related items logically

AU-specific notes

GST codes: Essential for BAS reporting accuracy
Account mapping: Affects income reporting and tax
Pricing: Update regularly to reflect current rates
Descriptions: Clear descriptions help client understanding

See Quotes > Items for detailed documentation.