You can’t save a new item when creating an invoice. You need to go to Items List to create a new item, then the item will appear when creating an invoice. See Items List for more information.
Ensure that a GST/VAT setting has been selected (GST/VAT included in price or GST/VAT excluded in price) via the Invoice Settings.
Afterwards, you will be able to select a GST/VAT profile for the line item.
To update the GST/VAT profile for a line item, choose from one of your organization's existing GST/VAT profiles, or Add New to add a new GST/VAT profile.
A custom item is an item that you create at the point of invoice creation. The item is not created via the Items List and does not appear in the drop-down list of items that you can select from.
You can create one if you think that this item will only be used in the current invoice. Otherwise, we would recommend creating an item in the Items List. See Items List for more information on using Items.
While there are no strict restrictions on the type of account you can select for an item in an invoice, Juan will warn you if you have selected an account that is not a Revenue Account.
Some of your previously created GST/VAT profiles may only apply to other business transactions such as bills or supplier credits. As such, you may not be able to select them for your invoice.
If you can't edit/delete a line item, you most likely have an active fixed asset associated with this line item.
When editing, you will not be able to edit the account, total amounts and exchange rates used.
You will have to delete the fixed asset from the fixed asset register, before being able to delete the line item.
For more information about fixed assets, refer to: Fixed Assets
You will still be able to edit the rest of the information on the line item, such as the description.
