Adding Invoice Line Item

← Editing Invoices

There are several ways for creating invoice line items:

• automatically from corresponding subscription items (see Managing Subscription Items) or, if set up accordingly, custom objects (see Billing Arbitrary Objects) during an invoice run
• manually from scratch
• manually cloning an existing invoice line item
• manually based on products kept in Salesforce pricebooks

To manually add an invoice line item to a draft invoice from scratch:

1. Open the invoice you want to modify.
2. Open the Invoice Line Items list.

3. Click New.

   This open the New Invoice Line Item dialog.

4. Specify the information as required.

   The mandatory information include the product title, unit price, quantity and tax rate.

5. Click Save.

To clone an invoice line item:

1. Open the invoice you want to modify.
2. Open the Invoice Line Items list.
3. Click the number of the invoice line item to be cloned to open its detail view.

4. Click Clone.

   This displays the product title, unit price, quantity and tax rate of the invoice line item to be cloned.

5. Click Clone.

   This creates a duplicate of the current invoice line item, including all available information, and adds it to the current invoice.

To manually add an invoice line item to a draft invoice based on a pricebook entry:

1. Open the invoice you want to modify.
2. Open the Invoice Line Items list.
3. Click New Line Item from Product.
4. Select the intended pricebook and pricebook entry.
5. Specify at least the quantity and the tax rate.

6. Click Save.

   This saves the new invoice line item and returns you to the invoice detail page.