You can’t save a new item when creating a bill. You need to go to the Items List to create a new item, then the item will appear when creating a bill. See Items List for more information.
However, you can create a new custom item. Refer to Q3. What is a custom item, when would I need to create one for a bill? for more information.
Ensure that a GST/VAT setting has been selected VAT included in price or VAT excluded in price via the Bill Settings.
Afterwards, you will be able to select a VAT profile for the line item.
To update the VAT profile for a line item, choose from one of your organization's existing VAT profiles, or Add New to add a new VAT profile.
A custom item is an item that you create at the point of bill 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 bill. 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 a bill, Juan will warn you if you have selected an account that is not an Expense Account or Asset account.
Some of your previously created VAT profiles may only apply to other business transactions such as invoices or customer credits. As such, you may not be able to select them for your bill.
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.
