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Basmtak Books
Sales and customers

Your own columns on invoice lines

Add columns such as number of employees and months, to print on the invoice or feed into the quantity.

3 min read 3 steps Open this screen in Books

Add a column

Under the lines table press + Column. Type the Column name (1), decide whether it Multiplies the quantity (2), then press Add column. A document can carry up to 4 columns, and they work on invoices, quotes and sales orders.
Add a column

Know the two kinds

  • Multiplies the quantity: the column is part of the sum. 5 employees times 4.38 months makes a quantity of 21.9 at the monthly price, and the quantity becomes a calculated figure.
  • Not multiplying: text that only prints, such as a contract number or a site.
You do not have to add them every time: a new document starts with the columns of the last one of its type, and earlier ones are offered under Columns you have used:.

Tie them to the item

For subscriptions and anything sold by period: open the item in Products & services, then Pricing options. Add what the price multiplies by under Price multiplied by, and named prices such as monthly and annual under Named prices. When you pick the item on an invoice its columns are added and the price choice appears under its name.
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