On occasion invoices arrive with multiple “line items”. Line Items allow you to break down an invoice into specific Line Items each part of a single invoice.
There are 2 examples of these
An invoice where one line item should be charged to one schedule and another line item should be charged to another.
Example 1 - an invoice with 2 items for different expense types. Stationary and Postage.
An invoice with one line item that has VAT the other does not or is different.
For Example, an invoice for Heating Fuel Oil (5 percent duty) and Boiler Maintenance (20 percent VAT)
Please Note: In most cases, it is simpler to use the Multiple Allocation or Splits facility to divide invoices between different schedules or expense types, line items only need to be used on rare occasions, for example, the duty or VAT example cannot be done using
The follow invoice shows 4 line items. Simply enter the first, as you would any invoice but just the details of the first line of the invoice. Then Click the Add button shown in the lower left corner of the Details Panel.
This will add a New Line Item – you will note that this shows, the same invoice and has left some of the fields completed (such as building and contractor etc) but has gross and net price etc blank.
Proceed by filling in the details of the next line item including Line Item Description Gross and net prices. Click Add to add additional line items, Remove is available if you wish to delete Line Items.
Finally Click Save or Approve once you have completed all items.