Add Line Item

Modules>CRM>Find, Query, or Add Individual>Individual Profile

The add line item icon allows you to open the Centralized Order Entry screen and add another product (line item) to the existing invoice.

To add a new line item, complete the following steps::

1. Navigate to the invoice to which you would like to add a new line item.
2. Click the add line item icon.

   The Centralized Order Entry screen will appear.

3. Continue with the Centralized Order Entry process, including payment to add the new line item to the invoice.
4. Click the Save button.

   Once the new item is added to the original invoice, a new invoice is created with the same number plus the addition of a counter. For example, if the original invoice number was 56464, the new invoice number will be 56464 - 1 (with the "1" being the counter.) This is the new invoice that will be used for making payments, etc.

   Invoice Profile with New Invoice Number Shown