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Why would I want to create an item in "Pre-Defined Items" rather than just manually entering the item when I "Add an Item" to an invoice?

A common reason that customers would want to create additional items in the "Pre-Defined Items" section of the "Administration Tab" is to make adding an item to an invoice faster and to make reporting more efficient.  When our items are already set up we are able to assign the items "Revenue Categories" that allow us to track their revenue stream in the Revenue Report.  Also, by having the items already created it allows the ability to choose the item from the drop down list of "Add an Item" and add it faster.  This is of course in comparison to having to manually create the item each time you want to add the item to an invoice which can provide irregularities amongst staff and overall inconsistencies that can affect the bottom line.

 

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