Sales Tasks - not finding items from inventory

[atlsystems]

Hi

I am unable to use the Sales Tasks which I created under Sales Inventory. While raising invoice the Sales Tasks don’t appear when I start typing the code.

[QFMathew]

Hello @atlsystems

Do you see any errors, or is it more of them not appearing when you’re typing?

Can I just confirm that if they are tasks (rather than time items), you are trying to create these as tasks on the invoice?

[atlsystems]

Hello

These are tasks, while invoicing, when I start typing the codes which I created in inventory a message to “save new item” comes up. I do not get any error messages.

I am trying to raise invoices for Maintenance Charges for the month.

[QFMathew]

So, the inventory item is saved in Sales Task, and you’re adding a Time Event line on the invoice (not an Item Line), but it’s still not showing up, only the “Save new item” option?

[atlsystems]

I have an item in the Sales Task. and trying to raise an invoice by clicking create new invoice

Under the item heading when I type the code (which I have created in the Sales Tasks) I do not see the task, instead I see Save new item.

I don’t see any Time Event option ?

[QFMathew]

If you click “New Line” at the top, you will be given the option to create either a time based line, or an item based line:

The difference being, is the heading titles - time based lines are “hours” and “rate” whereas item lines are “unit” and “quantity”.

If you are using one more than the other, you can also change your default line by going to Account Settings >> Invoice Customisation >> Click the Itemised Area

[atlsystems]

Thank you for your help.