Payments

Invoices

Items

Dashboard

Items Dashboard

Create, update and delete Items using Curlec Dashboard.

Items are products or services that you can add to

Invoices

and charge to customers. You can create an item on your Curlec Dashboard from Invoice → Items. Once created, it appears on the list of items in the Dashboard.

Create an Item

To create an item via Dashboard:

  1. Log in to the

    Curlec Dashboard

    .
  2. Navigate to Invoices → Items.
  3. Click New Item.
  4. Enter the following:
    1. Name
    2. Rate
    3. Description

Once an item is created, it will appear on the list of created item and also in the drop-down menu at the time of invoice creation.

Edit an Item

To update the details of an item:

  1. Navigate to Invoices → Items.
  2. In the item list, click on the desired Item Id.
  3. In the Edit Item page, enter the following:
    1. Name
    2. Rate
    3. Description
  4. Click Save.

Delete an Item

To delete an item:

  1. Navigate to Invoices → Items.
  2. Hover over the desired item and click delete.

Watch Out!

You cannot delete an item with which invoices have already been created.

Was this page helpful?

manage invoice items
add items to invoice
edit invoice items
update invoice items

ON THIS PAGE