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How to Set Up Pre-Defined Items

This lesson will show you how to set up pre-defined fees for add on services or items that would be added to an existing invoice.

Administration

Administration

Click on Administration.

Pre-Defined Items & Program Fees

Pre-Defined Items & Program Fees

Click on Pre-Defined Items & Program Fees.

Create a Pre-Defined Item

Create a Pre-Defined Item

1. Type in a description of your item/service

2. Enter the price

3. Assign a Revenue Category for this Item

4. Click Add

Note: You can enter as many pre-defined items as you wish and can easily remove unused or no longer valid items by clicking on the red X icon.

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