Work with invoice lines
The invoice lines are the rows that make up the invoice total. On the invoice details screen, the lines card lists every line with its description, amount, quantity, VAT, and total. The card footer shows the totals: amount excluding VAT, total VAT, and the amount to be paid.
You need the Update invoices permission to change lines.
Add a line
On the lines card, click New to open the line form and fill in Description, Amount, Quantity, and VAT (the totals are calculated from these). Save to add the line.
Edit a line
Click a line to open it in the same form. Adjust any field and save. On a finalized invoice the amount, quantity, VAT, and line type are locked.
Reorder lines
Drag a line by its handle (the grip icon on the left) to change its order, or set the Sort order value on the line.
Remove a line
Open the line's row menu (the ⋮ button) and choose Delete. An invoice must keep at least one line.
Connected data
A line can have connected source data and metadata behind it (shown by the tag badge at the end of the row). Expand a line to see this detail. It's mostly read-only reference information about where the line came from.
If a line shows a red marker on its tag badge, it means a required piece of connected information is still missing for that line.