TIPS AND TRICKS #3- Item Header and Bulk Add

TIPS AND TRICKS #3- Item Header and Bulk Add

When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers.

 

By including headers while adding the items to your invoice, you can separate the list of items into as many groups as you need while retaining the professional look of the invoices. You can also add items as bulk to your invoices which can save a great deal of time.


Here's how you can do it:

 

- In the Invoice creation page just below the Item table, you will be able to see +Add another line along with a down arrow option near it. Click on the down arrow option.

 

- Now choose Add Item Header. A new line will appear where you can add the header name. You can drag the header using the drag option provided (  ). 



- Once done, again click on the down arrow option near +Add another line and choose Add Items in Bulk. A small tab will open and you can bulk choose the items you want to add. After the same, click on Add Items.





Pro Tip- You can also bulk add items from the Items module. Navigate to the Items module and select the items you would like to add to an invoice/estimate. Now click on New Transaction drop down and choose Invoice/Estimate to add the items as bulk to it.

- Once you have added the items, you can rearrange the items and headers using the drag option provided.
With this feature you can change the look of your item table from something that looks like this -



To This- 



Try it out and let us know what you think in the comments below! We'll be back with a new post, so stay tuned.

Cheers,
Sarath Prasad
Zoho Invoice Team

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