Tradify provides the ability to log two types of material costs on a Bill. The first and most commonly used are Price List Items. These are items that have already been entered into your system with set preferences. You can find out more about Price List Items here.

The alternative to Price List Items is Miscellaneous Costs. These items are stand-alone and are best used in one-off scenarios.

Adding Price List Items to Bills

To add Price List Items to your Bill, select the "Add Line Item" button (within the relevant Bill) and then select "Price List Item". Use the Item Code field to search for your relevant Item. When using the search function, you can either search by the item code or item description.

Note: The fields listed below will be available to edit when adding the Item. Edited fields are specific to this instance and will not update the default Price List Item.

Description – Can be amended to include information specific to the Bill.

Note: Descriptions are limited to 200 characters.

Quantity - Use the quantity field to increase or decrease the quantity of the item.

Unit Price - Use this field to change the buy/cost price of the item.

Discount % - Use this field to provide a percentage discount to this line item.

Amount - Tradify will automatically calculate the amount total for you as well. This is based off your quantity multiplied by your unit price.

Tax Rate - Select the tax rate that applies to this line item. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.

Account – Assign to an account code that applies to this Price List Item. 

Note: If you're not integrated with an accounting system, please leave blank.

Adding Miscellaneous Items to Bills

To add a Miscellaneous Item to your Bill, select the "Add Line Item" button (within the relevant Bill) and then select "Miscellaneous Cost". 

Note: The fields listed below will be available to edit when adding the Miscellaneous Cost.

Description – Can be amended to include information specific to the Bill.

Note: Descriptions are limited to 200 characters.

Quantity - Use the quantity field to increase or decrease the quantity of the item.

Unit Price - Use this field to change the buy/cost price of the item.

Discount % - Use this field to provide a percentage discount to this line item.

Amount - Tradify will automatically calculate the amount total for you as well. This is based off your quantity multiplied by your unit price.

Tax Rate - Select the tax rate that applies to this line item. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.

Account – Assign to an account code that applies to this Miscellaneous item. 

Note: If you're not integrated with an accounting system, please leave blank.