Managing invoice line items has never been easier with the simple drag-and-drop feature, allowing you to reorder items to suit your needs without the need for complex setups.
No Setup Required
This feature is designed for immediate use, meaning there’s no configuration or initial setup required.
Reordering Process
Access the Invoice Preview Screen: Once you're on the Invoice Preview screen, you'll notice a blue "Reorder" button prominently displayed.
Click the Reorder Button: Selecting this button activates the drag-and-drop functionality, allowing you to rearrange the line items in the desired order.
Submit to Save: After arranging the items, simply click the "Submit" button, and the new order will automatically save as the invoice is created.
Important Notes:
- The order will reset if there are any changes made to the selected items or invoice rollup from the Invoice Preview screen.
- The changes will not be saved if you exit the Invoice Preview screen without submitting.
This straightforward feature enhances the customization of your invoices, ensuring they reflect the desired structure without unnecessary complications.