Introducing a new way to add line items, making it faster and easier to create quotes and invoices. You'll be able to search, add and edit line items in-line, rather than having to click through drop-downs and pop-ups.
This article will guide you through what's changing.
Quote Line Items
Previously, when adding a new line item to a quote, you would select 'Add Line Item', select your item type, and the following modal would pop up:
With the update, you will no longer have to open this pop up to add or edit a line item. All line items can be added directly inline.
Simply click the line item type you wish to add and the item will appear in the quote details table.
For Time, Price List Items and Kits, select or search for the item you want from the item code column.
To create a new item or browse your price list, simply click on the button with three dots.
To delete an item, add it to a new section or detach it from the current section, click the button with the three dots on the right of the line item, where you would have previously found the 'X'.
To move an item or a section, simply click on the three vertical dots and drag and drop to the desired position.
Finally, you now have the ability to choose which columns are visible while editing your quotes and invoices. This means you can hide any columns you don't need and focus on what matters. For example, if you don't include cost or calculate gross profit, go ahead and hide those columns as shown below.
You may also notice the tax setting has been moved up alongside the other document settings.
Invoices
Create and edit invoices the same way as shown for quotes, however invoices do not contain sections and kits.
If you have any questions about these updates please don't hesitate to contact the Tradify Support team.
Comments
Where do I find this article if I need to read again please
Chris
Good upgrade. Still only halfway there....
plenty more could be done with this..
After qty and before unit sell should be..
cost
markup
Hi Reuben, I have sent your thoughts through to our team to look into. Have a good one!
Hi Chris, one of our team will be in touch about this — you can bookmark this to come back to by selecting the star icon on the right hand side of the URL bar.
Sounds like a nice update. Can you make it so we can use the up/down arrows when in a text field to go to the next line instead of the next box? Also the ability to be able to quickly do basic math operators in the price field, like in xero, would be great for quickly calculating prices, markups, totals etc.
Will you be fixing the issues with the Quickbooks Invoice integration as well as the extra 0.01 added to random invoices?
Hi Paul and J,
Thanks for your feedback — I have captured this feedback and sent it to our development team.
Thanks
Shae
This is a nice improvement - however:
A MORE IMPORTANT UPGRADE: WOULD BE TO HAVE SECTIONS IN THE INVOICING FORMAT - WHEN INVOICING, IT IS A MASS !!! OF LINES WITH NO SUB-SECTIONS. THE INVOICING FORMAT NEEDS SECTIONS LIKE THE QUOATATION ALLOWS FOR.
I have invoices with 100+ Lines and no sections - ridiculous that the invoicing does not allow for sections in materials and labour - like the quotation format
Urgent upgrade required - PLEASE
Thx
Hi Thomas, thank you for your comment — one of our team will be in touch to go through your request with you.
Thanks
Shae
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