With FarmRaise Tracks accounting software, you can easily add more than one item to a single invoice. This is helpful if you need to bill a customer for multiple products or services at once.
Follow the steps below to add multiple line items.
Step 1: Open the Invoices Section
On the web browser: Go to Invoices on the left-hand side of your screen.
On the mobile app: Tap the menu button in the bottom right-hand corner, then select Invoices.
Step 2: Create a New Invoice
Click Add in the top right-hand corner of your screen.
Double-check that your business information is correct.
Select an existing customer or add a new customer.
Only a name is required.
Adding an email, phone number, or address is optional.
Note: Each time you enter a customer with different details, the system will create a new customer profile.
Edit your invoice details as needed:
Invoice number (optional)
Sales tax rate (optional)
Payment method (optional)
Invoice date (required)
Due date (required; automatically set to one month from the invoice date)
Notes or purchase order number (optional)
Step 3: Add Line Items
Add Line Item 1.
Choose from your existing inventory or create a new item.
The system will remember your previous prices.
The price will automatically calculate based on the quantity you enter.
To add another item, click the Add Line Item button at the bottom of the screen.
Repeat this step for as many items as you need.
Step 4: Final Notes
Once you finish adding items, review your invoice before saving or sending it.
When you create a transaction later, you will need to split the expense manually.
We have included screenshots in this article to guide you through adding line items. For more help with invoices, check out our How to Create an Invoice video.
If you run into any issues, reach out to our team at [email protected] or click the green circle in the bottom right corner of your screen.