If you need to add a charge or credit to an invoice that isn’t tied to a specific call or appointment — such as a discount — LSC Administrators can do it with an Additional Item. This article covers adding, editing, and removing them, and mapping them to QuickBooks.
Note: Only LSC admins can add additional items.
Add an additional item
Open the invoice from Invoices>(My Invoices, Account Invoices or Interpreter Invoices) to reach the invoice viewer.
Select Add Item.
In the pop-up, enter a Description and an amount, and choose whether to Add to invoice total or subtract it.
Select Save changes.
Edit or remove an additional item
Once added, you can Edit Additional Item or Remove Additional Item from the invoice. You can also review additional-item actions under the invoice History.
Map additional items to QuickBooks
To configure QuickBooks mapping for additional items, navigate to Configuration>Company>Integrations>Quickbooks and map the Additional Invoice Items to QuickBooks Items and Classes.
Next steps / Getting more help
For LSC admins: if an additional item isn’t appearing on an exported invoice, review the QuickBooks mapping, then reach out to Boostlingo Support with the invoice number. If you’re unsure how to reach Support, contact your Account Manager.
See also