Manage items for receivables

Items are goods and services you sell to your customers. Though you don't have to use items to create an invoice, you can enter details about each item that you sell, ahead of time, to speed up invoicing. If you sync with an accounting software, items will sync between your software and Bill.com. If you sync with QuickBooks Desktop, you'll need to add items in QuickBooks, which will sync to Bill.com.

When you create an invoice, the items dropdown shows available products/services. When you select an item, details populate in the invoice.

Jump to:


Create items

  1. Select Settings
  2. Select Items under Accounting
  3. Select New
  4. Enter item details
  5. Select Save

Edit items

  1. Select Settings
  2. Select Items under Accounting
  3. Select the item name
  4. Select Edit
  5. Edit the item
  6. Select Save

Delete items

  1. Select Settings
  2. Select Items under Accounting
  3. Select the item name
  4. Select the trash can

Restore deleted items

  1. Select Settings
  2. Select Items under Accounting
  3. Check Show Inactive Items
  4. Select the item name
  5. Select the trash can

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