Adding and Editing Custom Line Item Types

Contract line items allow fees and discounts to be added to invoices. For example, you can create fees and discounts for writing off balances, early payments, late fees, and penalties as needed.

There may come a time when you need to edit your custom line item types. Follow these instructions to edit your line item types:

1. Click Your Profile Image in the Bottom Left and then System Settings  

   
   
   

2. Click Contract Line Item Types
   
   
   

3. At this point you can either Add a New Line Item Type or locate the item that you would like to update and click the edit button.
   
   

Here, you can update the line item type name, General Ledger Account Code, and General Ledger Item Code. Click the Save button when you are satisfied with your updates.