Curacubby allows you to add Line Items to an invoice when it is in the queued status.
Here is a brief walkthrough of how to add a Line Item to an invoice in the Queued status:
ADDING A SIMPLE LINE ITEM
Please follow these simple steps to add line items:
1. Click the Invoices Tab |
2. Locate the queued invoice you would like to modify by filtering to view only queued invoices or searching the invoice number in the search bar. |
3. Hover over the gear icon of the invoice you would like to modify, then click the edit pencil. |
4. Click Add |
5. Click Simple Line Item. |
6. Type a description for this line item. |
7. Type the cost associated with this line item. |
8. Select an Accounting Category for this line item. |
9. Click Save Note: Selecting "Save" will keep the invoice in the queued status. Selecting "Save and Send" will send invoice to the family. |
10. Click the invoice you have just modified to confirm your changes. |
11. That's it. You're done. |