Management
Products & Services
Managing your item catalogue
Products and Services
Save time when creating invoices by registering your products and services in YouInv beforehand.
Adding an item
- In the main menu, click Sales then Items.
- Click the New product button.
- Fill in the item's details:
- Name: the name that appears on the invoice.
- Reference: your internal code for this product.
- Price: the unit price excluding tax.
- VAT: the VAT rate that applies by default.
- Click Save.
Using them on invoices
Once your items exist, you can select them directly while creating an invoice.
- Start typing the name or the reference in an invoice line.
- Select the suggested item.
- The price and the VAT fill in automatically (you can still change them for that one line if needed).