Lucy invoices - Add sales items

Creating invoices is possible from the subscription Lucy invoicing.

To prepare, you can follow the steps outlined below.

• Define settings 
• Add clients 
• Add sales items

Once everything is set up, you can start creating invoices. More information can be found on this page: Lucy invoicing - Create Sales Invoice

On this page we will discuss how to add sales items.

There are two ways to add sales items: you can create them manually or import them via a CSV file. The example template can be found by clicking on 'Import articles'. 

Similar to importing customers, you can review the imported sales items, adjust them if necessary, validate them, and then import them.

When creating a new sales item, you can add the article name, price, VAT percentage, an optional description and a default quantity. 

You can always adjust the data by clicking on the overview on the article. By selecting one or multiple items, you get the option to delete them.