The Invoice Item page is a list of all the items controlling each line on your invoices.
This page can be accessed by going in to the Accounting and Finance Module and then pressing the down arrow on lists and choosing Invoice Items.
These items should not be changed if created by Wise Owl Legal.
If creating items for the first time, it is recommended that you follow the instructions here carefully and also review a similar item that is already in your Wise Owl System and was created by Wise Owl on setup.
The Invoice Items are split into 3 categories
- Professional Fees - Automatically created when a new User is created
- Office Expenses - This category is for all office recoveries that will be recovered on an invoice
- Outlays - This category is for all outlays/disbursements that are recovered on an invoice
You can use the parameters section to search for a particular Item if an edit is required.
There is also the option to create new Invoice Items from the blue button on the top and bottom of the page. Help for this can be found here
