🔍 Overview
The Add/Delete Line Items functionality allows you to customise invoice contents with extra billing items, even after the invoice has been generated. You can update an invoice by clicking the ⋮ three-dot menu and selecting Add/Delete Line Items, or directly through the Custom Invoice flow.
This feature is especially useful when billing clients for custom activities or manual adjustments not captured in standard shift data.
🧭 Navigation
Go to the Staffing Invoices section.
Locate an invoice with status other than Paid, Partially Paid, or Void.
Click the
⋮three-dot menu next to the invoice.Select Add/Delete Line Items.
Alternatively, click Create Invoice > Custom Invoice to start a new invoice and manually add line items.
Once inside the invoice, scroll to the bottom of any province/state section.
Click ➕ Add Additional Line Item to launch the item entry popup.
🛠️ Add Additional Line Item
When the popup opens, fill in the following fields:
Field | Description | Validation | Required? |
Item Name | Name of the item or charge. | Max 100 characters, special characters allowed | ✅ Yes |
Item Description | Brief description of item | Max 100 characters, special characters allowed | ❌ No |
Job Location | Specific location for billing | Max 100 characters, special characters allowed | ❌ No |
Quantity | Can be positive, negative, or zero | Decimal up to 2 points | ✅ Yes |
Rate | Amount per unit | Must be ≥ 0, decimal up to 2 points | ✅ Yes |
Tax Applied | Toggle tax on/off | Based on location-specific tax rates | ❌ No |
💡 Amount is auto-calculated using the formula:
Amount = Quantity × Rate
✅ Example
For example, if you enter:
Quantity = 10
Rate = $16.00
→ The Amount auto-calculates to $160.00.
If Tax Applied is selected and location is British Columbia (5% tax), an additional $8.00 will be added to the subtotal. The updated Total Amount will reflect this.
🔁 Multiple Line Items
You can add multiple custom line items per province/state. All saved items will appear in the invoice preview, sorted under their respective provinces.
You may continue editing until all items are final. Then, click Save to update the invoice.
💡 Key Features
✅ Flexible editing of existing or custom invoices.
✅ Add manual adjustments, bonuses, or discounts easily.
✅ Per-location tax rules applied dynamically.
✅ Subtotal, tax, and total auto-updated after each line item.
✅ Tax toggle for exempt or non-taxable items.
📌 Points to Remember
Invoices must not be Paid, Partially Paid, or Void to edit.
Each province/state will display its own Add Additional Line Item button at the bottom.
Only one popup can be opened at a time per action.
Ensure mandatory fields (Item Name, Quantity, Rate) are filled correctly.
Special characters (e.g.,
#,@,&) are supported in text fields.