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How Do I Add Items to a Bill Before It's Approved

While a bill is still a Draft, you can freely add, remove, or change its line items before approving it. Open the Draft bill (row actions menu (⋮) → Edit).

Steps

  1. Open the Draft bill (row actions menu (⋮) → Edit).
  2. Add line items by selecting Items or typing custom descriptions, with Category/Account, Qty, Price, and Tax.
  3. Click "Save as Draft" to keep working on it, or "Save and Approve" once it's complete.

Good to Know

Once approved, the bill's totals are harder to change safely - review line items carefully before approving.

Related Articles

  • How Do I Add Line Items to a Bill?
  • How Do I Save a Bill as a Draft?
  • How Do I Approve a Bill?

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