Sales invoices - can items be categorised?

[knorrli]

I cannot find a way of setting up invoices to book the sales items to different accounts (eg. 4001, 4002). All sales go to General Sales (4000), then I have to reclassify them. Is there a way of doing this?

[QFMathew]

Hi @knorrli

When you create an invoice, you should see a little cog icon on each line. If you click this, you can select the nominal code you wish to use:

4000 is the default nominal code. If you have specific items you use on a regular basis that need to post to different nominals, you may wish to look at the inventory feature:

Setting up reusable inventory items

Introduction When producing your invoices, estimates and purchase orders, are you repeatedly entering the same items? If so then you can save time by creating item level templates that can easily be imported, we call these “Inventory Items”. Create a new Inventory Item You can reach the “Inventory Management” area from the main Dashboard by selecting the “Sales" menu option followed by “Sales Inventory”. Or alternatively just enter “inventory” in the quick search box. Once in the inventory a…

Hope that helps

[FolkLondon]

An inventory item can be defaulted to a specific account. We use this across the board to separate magazine sales from advertising.