Operator · Business and team

Add or remove invoice inventory items

Save charges you use often for invoices and reports.

Before you begin

Use this for repeat invoice charges. For a one-time charge, add the item directly to the invoice. Products are separate: use Products to track the chemicals on your trucks.

Save a repeat charge

Save repeat items such as filter cleaning to avoid retyping them.

1

Create the inventory item

Go to BusinessInventoryAdd inventory. Enter the item name and price.

Tap Save.

Dip app: Create the inventory item
2

Use it on an invoice

In Add Item on an invoice, choose the saved item from Inventory. Check the price and quantity before adding it.

Dip app: Use it on an invoice

Remove an item

The item is removed as soon as you tap the button.

1

Remove the selected item

Go to BusinessInventory and find the item. Check its name, then tap the red remove-item button.

Dip app: Remove the selected item

What happens next?

Choose saved items from Inventory when you add an invoice charge. Add one-time charges directly in Add Item.