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< Invoices

What are Items?

Items are used when you’re billing for goods or products sold to your Client. These Items can be tangible (like parts) or intangible (like a hosting package). You’re also able to add Taxes to your Items so that they’re automatically added whenever the Item is added to an Invoice.

Not sure if you want to Invoice for Items or Tasks? You can check out the differences here.


New Item

To create an Item, follow these steps:

  1. Go to the Invoices tab
  2. Click on the Items sub-tab
  3. Click on + New Item button to create a new one, or the edit link to make changes to an existing Item
  4. New item button on items sub-tab.
  5. Give your Item an Item Name. This is the only mandatory field
  6. New item screen with fields to fill out.
  7. You can choose to add to the Description field, which will provide your Clients with a little more information regarding the Item you’re billing for
  8. Feel free to specify the Unit Cost, or leave it blank if it changes often with that particular Item
  9. You can include a Quantity as needed, or leave it set to 1
  10. If there are any Taxes that are always charged for this Item, feel free to add up to two Taxes
  11. Check the box off if you’d like to Track Inventory and indicate your Current Stock with a number
  12. When you’re done, click Save.

Edit Item

To edit an Item, follow these steps:

  1. Go to the Invoices tab
  2. Click on the Items sub-tab
  3. Click on the edit link next to an Item
  4. Update the Item with your edits and click Save to finish.