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• Add a Discount Line Item on Invoices

  Use a discount line item if you need to apply discount to one or more items on the invoice/sales receipts (instead of the entire invoice). Step 1: Create the Discount item. Select the Gear icon at the top, Under Lists, select Products and Services. ...

• Modifying or Editing a Punchlist Line Item

  Modifying or Editing a Punchlist Line Item Once you have created a Punchlist and you need to modify a Punchlist line item you can do so easily and quickly by following the steps below. Open the Punchlist you need to modify and click the green Pencil ...

• How to Un-Archive an Item?

  Archiving Items is a handy way to keep your data out of the way, yet have access to when it's needed. To Un-Archive an Item, please follow the below steps: Menu > Select Module > Click the Filter icon (to the right of the search field) > Change ...

• What is the purpose of the $0 item?

  The "$0 Item" will quickly and easily show you if you have not priced a line item out. Then you can either delete the line item or add a QTY or cost to it.

• How to add an item on the Schedule of Values?

  Adding an item to SOV can be done in multiple ways. The best & quickest way is to Import. You can Import from an Estimate, Change Order or Work Order. You can also add an item Manually if the item is not in your database. To add items to SOV go to: ...