NOTE: Custom invoice items have moved from the Account > Invoice to Discounts and fees > Custom invoice items.
Administrators have the ability to add custom fees and/or rebates when registering a client on their behalf, directly in the client's account, when replacing an activity, etc.
Create a custom invoice item
Via the Discounts and fees > Custom invoice items subtab:
Click on + New custom invoice item.
Label: This is the title of your invoice item. It will appear on client invoices as well as your reports.
Type: Is this an extra fee or a rebate?
Assign a ledger code to your invoice item.
Modify, Deactivate or Delete
Click Modify to make changes to a custom invoice item. NOTE: You cannot modify a custom invoice item if it has been used.
You can Deactivate a custom invoice if it has already been used but you no longer need it. You can always activate it again.
You can only Delete/Remove a custom invoice item if it has never been used.