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
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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.
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3. Hover over the gear icon of the invoice you would like to modify, then click the edit pencil.
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4. Click Add
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5. Click Simple Line Item.
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6. Type a description for this line item.
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7. Type the cost associated with this line item.
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8. Select an Accounting Category for this line item.
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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.
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11. That's it. You're done.
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