Line Items

Line items are the individual items that make up an invoice or credit note. Each item consists of at least a name, description and the amount for this item. Line items can be saved and re-used for future invoices and credit notes.

Line Item: 7-Day Guided Alpine Excellence Tour

Amount per unit: 3000 EUR

Adding a Line Item

  1. Click Add item.

  2. Complete all fields that are displayed in the window.

    Fields that are mandatory are marked Required.

    It depends on your settings which fields are available for line items.

  3. If enabled in your settings, you can add more information to the line item once you create an invoice or credit note. For an invoice, you can add a discount and a service date. For credit notes, you can add a service date.

    The service date lets you specify a time (from - to) for the line item, for example:

    Line Item: 7-Day Guided Alpine Excellence Tour

    Service Date: May 10, 2026 – May 16, 2026

    A service date only applies to the current invoice, not to the re-usable line item. Saving the line item won't store the date, which allows you to set a new date every time you use it.

    Adding a discount for a line item lets you reduce the cost of the item.

    The discount only applies to the current invoice, not to the re-usable line item. Saving the line item won't store the discount, which allows you to set a new discount every time you use it.